Creating a call log help.
 

I am a loan officer. Every week my boss gives me 80 to 100 or so name
and numbers to call. I put them in excel. What I want to do is create
sheet that next to each name is a sort of an up down button. If I pus
it up it add a number. Down takes away a number. This will show ho
many times I contact the lead. Next to that I want another button (sam
type) to show how many times I make contact, and next to that a butto
that shows how many times I get an application from the lead. I wil
use these numbers to show the total times I dialed a lead to get m
ratio of how many times I made contact and how many times I converte
to a sale. I know how to do the basic division to get the ratios,
just don't know how to make the button. Now I just enter a number eac
time. But this is more time consuming when I am calling so many time
per day. If at all possible it would be nice to date and time stamp i
so I can keep track of the the date and times that seem to be mos
benifical to call and actually make contact. Is this something that i
very hard to create? Thanks a lot

--
uscbrya
-----------------------------------------------------------------------
uscbryan's Profile: http://www.excelforum.com/member.php...fo&userid=3581
View this thread: http://www.excelforum.com/showthread.php?threadid=55589

Creating a call log help.
 

These two buttons will be your up/down buttons which you can use for
any cell you have selected.

Select the name you contacted before you push the button.

Make a button, put this code behind it.

Private Sub CommandButton1_Click()
ActiveCell.Offset(0, 1).Select
ActiveCell.Value = ActiveCell.Value + 1
ActiveCell.Offset(0, 1).Select
ActiveCell.Value = Now()
End Sub

make another button and put this code behind it

Private Sub CommandButton2_Click()
ActiveCell.Offset(0, 1).Select
ActiveCell.Value = ActiveCell.Value - 1
ActiveCell.Offset(0, 1).Select
ActiveCell.Value = Now()

End Sub

Hope this helps

Duncan


uscbryan wrote:

I am a loan officer. Every week my boss gives me 80 to 100 or so names
and numbers to call. I put them in excel. What I want to do is create a
sheet that next to each name is a sort of an up down button. If I push
it up it add a number. Down takes away a number. This will show how
many times I contact the lead. Next to that I want another button (same
type) to show how many times I make contact, and next to that a button
that shows how many times I get an application from the lead. I will
use these numbers to show the total times I dialed a lead to get my
ratio of how many times I made contact and how many times I converted
to a sale. I know how to do the basic division to get the ratios, I
just don't know how to make the button. Now I just enter a number each
time. But this is more time consuming when I am calling so many times
per day. If at all possible it would be nice to date and time stamp it
so I can keep track of the the date and times that seem to be most
benifical to call and actually make contact. Is this something that is
very hard to create? Thanks a lot.


--
uscbryan
------------------------------------------------------------------------
uscbryan's Profile: http://www.excelforum.com/member.php...o&userid=35815
View this thread: http://www.excelforum.com/showthread...hreadid=555892

Creating a call log help.
 

I just re-read your post and realised you wanted more than two buttons,
would suggest making a form which looked up the record and amended the
amounts,

have you looked at excels standard form?, (data - form) might make it
easier to amend records.

Duncan