M
Matthew
Hi -
I am trying to create a sales pipeline. I will have one "master" worksheet
that will have all information on potentail clients, as well as actual
clients. In the master worksheet every company that will be listed will have
a status depending where they are in the sales pipeline as shown below
NAME STATUS SALES REP
ABC New Smith
DEF New Jones
GHI Prospect Smith
JKL Suspect Gow
My question: If I had a worksheet that was titled NEW and one that was
titled Prospect etc., is there a way that everytime a NEW client was entered
in the Master worksheet it would automatically copy all the information into
the NEW worksheet?
Thanks very much for reading. Any help would be greatly appreciated.
I am trying to create a sales pipeline. I will have one "master" worksheet
that will have all information on potentail clients, as well as actual
clients. In the master worksheet every company that will be listed will have
a status depending where they are in the sales pipeline as shown below
NAME STATUS SALES REP
ABC New Smith
DEF New Jones
GHI Prospect Smith
JKL Suspect Gow
My question: If I had a worksheet that was titled NEW and one that was
titled Prospect etc., is there a way that everytime a NEW client was entered
in the Master worksheet it would automatically copy all the information into
the NEW worksheet?
Thanks very much for reading. Any help would be greatly appreciated.