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For this example, a sales team is using an Excel spreadsheet to manage a list of customer businesses and associated contacts. You want to make it accessible and maintainable by more than one person. You also want to add some simple CRM functions, for example, to add descriptions about the business.


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PhixFlow has many options that you can use to define the data, its properties and relationships. But if you already have data available you can quickly and easily load it into PhixFlow.

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