CRM Admin Template
A comprehensive CRM administration template for managing user accounts, access logs, and account status tracking with visual reporting.
This CRM Admin Template provides a complete system for managing customer relationship management user accounts and permissions. It includes multiple sheets: CRM Admin for overview tracking of users and login dates, a Log sheet for detailed user information including permissions and creation dates, a Setup sheet for configuration, and a Chart Support sheet that visualizes account status distribution using COUNTIFS formulas. The template uses automation with IF, TEXT, and ROW functions to generate user IDs and provides conditional counting of active, inactive, and suspended accounts.
What's inside
- User account management
- Login tracking
- Role-based access control
- Account status monitoring
- Automated user ID generation
- Permission logging
- Creation date tracking
- Contact information storage
- Status distribution charts
- COUNTIFS formulas for analytics
Download this template
.xlsx · 4 sheets · included with lifetime access
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