Client Gift Tracker Google Sheet Template

The Client Gift Tracker Google Sheet Template is an efficient tool designed to help businesses and professionals keep track of their client gifting activities. This template will be helpful in managing and organizing your gift-giving process.

Features

• It is very easy to navigate, making it suitable for both beginners and experienced users.
• The template allows you to record and track all the gifts you've sent to your clients over time.
• You can easily add or modify fields, choose different colors, and personalize them to match your business style.

Step By Step

1. Open the Google Sheet that you want to copy into your web browser.
2. Click on "File" in the menu bar at the top of the screen.
3. From the drop-down menu, select "Make a copy." A new window will appear.
4. In the new window, enter a name for the copied sheet in the "Name" field. You can also choose the location where you want to save the copy by clicking on the folder icon next to the "My Drive" label.
5. Optionally, you can choose to make a copy of the entire workbook or only the current sheet by selecting the appropriate option from the "Copy" dropdown menu.
6. Click on the "OK" button. A copy of the Google Sheet will be created, and you will be redirected to the copied version.