I initially want to build a leads tracking workbook, then sends the leads to one of our six salespeople, each working within set postcode regions. So far I can set up the workbook, and use the 'vlookup' tool to automatically select the salesperson when the postcode is selected from a drop down list, but I now need to send the customer info in the whole row, to the respective salesperson in a new workbook. Also when that new workbook is viewed and info is added, I need it to be sent back to the master. I would like to keep these workbooks on the Gsuite drive. My objective is that the salepeople only get the data from the master relevant to them in real time so they can call their own leads then use that workbook to update the master with the info they input. I may also like a form set up so my receptionist doesn't have to enter along each column. This would be more visually appealing for them whilst doing data input. In time I may want to expand our excel databases to replace our current CRM system, that has far too many glitches.
Could you please give me an estimate of the hours it will take to build it?
14 freelancers are bidding on average £12/hour for this job
Greeting, I have understood your Excel Expert task and can do it with your 100% satisfaction. Please ping me for more discussion. I have more than 5 years of experience in Excel, Excel VBA
01/18/2018 at 22:40 CET Could you please give me an estimate of the hours it will take to build it? It will take 40 days to build this, testing included incorporated feedback.