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Creating Lists in Excel

How do you make a record of all your clients for marketing and sales? Let’s begin with the basics. There are three parts of any spreadsheet: labels, data, and formulas.

Try it: Enter the Labels
Please type: Last Name, (then tab to the next cell across) Title, (tab) First Name, (tab) Last Name, (tab)Company, (tab) JobTitle, (tab) Address1, (tab) Address2, (tab) City, (tab) State, (tab) Zip, (tab) Phone.

 

Did you notice there are two fields for the name? The more granular you make the data—the more detail you have to work with. For example, you could find customers with the same name but different addresses.