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Sales Lead summary
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Ardus Petus
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Sales Lead summary
Consider using an Autofilter with an optinal Userform for easy data entry
That will require simple VBA code (macro)
Hope this helps,
--
AP
"Pete" a écrit dans le message de news:
...
Hi
I work for a company wholesale manufactures a product in high demand. We
don't sell to the end user.
We get a number of "Mum & Dad" sales leads that come in via our website &
yellow pages adverts that we want to forward onto our agents for them to
followup.
I have a spreadsheet with all our agents contact details listed.
I want to be able to run a sales lead summary that lists by agent, the
contact details of all the leads for a date range e.g. 1st April 2006
until
22nd May 2006.
Ideally, I would type into a form:
1. the agents name & a date range, hit enter & have the sales leads come
up
in an excel spreadsheet.
2. Date range & have the total number of leads for that period come up in
an
excel spreadsheet.
Is this doable in Excel or am I better off using Access?
How would you go about this?
TIA
Pete
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