Using Excel Features to Optimize Efficiency (advice appreciated!)

As an app relations associate, it’s my duty to seek out and reach out to relevant app publishers that may be a good fit for AdAdapted to partner with.  Excel is a very useful tool for keeping track of prospects, lead generation...hell, basically the whole sales process. 

Over time, I include the following fields by default (in regard to email marketing)

·       Contact name

·       Company name

·       Email address

(to name a few)

I have started to gather additional info that is relevant for our salespeople to know

·       Contact title – are they a COO or CMO? Helpdesk?

·       # of app reviews/review score

·       Type of app (recipe, shopping list, loyalty cards, etc.)

Here’s where I could use some help

·       Learning more hotkeys that make a difference (ctrl+x/c/v/z/r has helped me tremendously so far…on Windows OS)

·       Unique values – I would like to build master list with ALL company/app information but spit out specific information to separate sheets (ex. Company, app, client name and email are extracted from master list and placed into a separate sheets)

·       I need a unique way to track activities!  - I would like to keep records of all contact history.  I know this is standard with a lot of CRM software but I would like to find a way to do this on my own

·      Pivot tables – I believe I created one here:

              

^I would like to automatically track this information in weekly intervals as well as automatically track # of company’s reached out to (touched)

Ultimately, my goal is to continuously improve the efficiency of our prospecting process using Excel.  I understand that I can find tutorial videos on Excel functions and features but currently, I am unsure of which videos to pursue!  I am receptive to any advice/angle and I would greatly appreciate yours.  Thanks!