Add each lead or customer on the Contacts tab: name, company, phone, the deal's stage (Lead → Contacted → Quoted → Negotiating → Won or Lost), its value and when to follow up next. Log every call, WhatsApp or meeting on the Interactions tab so you never lose the thread. Set today's date and any follow-up that's due is flagged DUE.
The Dashboard shows how many deals sit at each stage, your open pipeline value, what you've won, and how many follow-ups are due now — so nothing slips. Yellow cells for typing; counts and totals are locked formulas. Opens in Excel or Google Sheets. Won the deal? Send the invoice in seconds.