How to use excel to sort and classify customer information

1. Find WPS20 19 software on the computer desktop and create a new EXCEL document.

2. Create a new EXCEL document and name the contact form XX Exhibition Customer.

3. Title creation. The first line is classified as mailbox, mailbox 2, contact person, customer company name and website.

4. Enter the business card of the exhibition customer. Enter all the business card information of the customer in turn (e-mail address, e-mail address 2, contact person, customer company name, website, telephone number, country, continent, remarks and customer grade category). Then you can freeze the first line of the title to make it easier to filter the data.

5. After input, you can encrypt the document, and EXCEL prepares-encrypt the document.