The quick CRM prompt
Here’s an Excel/Google Sheets conditional format tip that highlights things needing your attention. In this scenario we’ll use conditional formatting to highlight any client row where the ‘Last contacted’ date is older than 30 days.
Excel:
Select the range of date cells you want to format.
Go to Home > Conditional Formatting > New Rule.
Select ‘Use a formula to determine which cells to format’.
Enter a formula like =(TODAY()-A1)>=n, replacing A1 with the first cell reference and n with the overdue days you want to work with, e.g. 30.
Select Format and pick your preferred colour. Click OK.
Click OK to save the rule.
Google Sheets:
Select the range of date cells you want to format.
Go to Format > Conditional formatting
Stay in the Single colour option that opens
Click on ‘Format cells if’ and scroll down to ‘Custom formula is’
Enter the formula =A1<TODAY()-30, replacing A1 with the first cell reference
In ‘Formatting style’ select your preferred fill colour
Click Done to save the rule.
This turns your basic CRM sheet into a visual nudge system, with no dashboards or extra tools, just a subtle highlight that keeps relationships warm.
It’s the kind of tiny system tweak that removes cognitive load. You don’t have to remember who’s overdue as your sheet will tell you.
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