I know this is Excel 101, but it’s been a while since I’ve done it and I’m sick of wasting time trying to figure it out. We have a fancy CRM program at work, but frankly I prefer Excel.
Within the same workbook, i have a “master sheet” and several sub sheets. In the master I have all my prospects in my territory, with several fields including name, address, etc, etc, and their “status” that includes “In Market”, “Soon”, or nothing at all.
I want to automatically link all prospects that are “In Market” to one sub-sheet, and do the same with “soon” to another. With that i want to include certain other fields of information for each prospect.
Please refresh my brain, how do I do this? Help is much appreciated.
Thanks,
Bill
PS: CARRZZZZ SIQQQ