How do i do something like what is shown in the picture?

kae2011

New Member
Joined
Mar 10, 2016
Messages
3
how do i create something like this in excel? i recently downloaded a template that i would like to customize to fit my job instead of real-estate. the original site i got it off of is https://strugglinginvestor.com/2015/04/excel-crm/  i would like to make something similar where i click the button new lead ( in pic its add property) and it will come up with the box shown in the image. if anyone knows a site that has detailed info on this topic or a book that i could read to do this i would greatly appreciate your help! thank you!!<br><br><br><br><img src="https://s-media-cache-ak0.pinimg.com/originals/3b/1d/b3/3b1db36e2d760a970876f88a8ea4e46c.jpg" border="0" alt="">
 

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