Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Select all the relevant cells, and in the Data tab, click the main part of the split "Data Validation" button. Then, click ...

Learn how Excel functions can act as data using LAMBDA, LET, and BYROW, so you reuse logic and cut formula edits.

To clean up the messy data, it needs to be loaded into the Power Query Editor.