Excel Tracking Leads
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Excel Tracking Leads
I work with realtors and I'm looking for an easy way to track the leads I get from a realtor.
Can I have a realtor list in one sheet, then a separate lead sheet with a column that if I enter the realtors name, then the realtor list sheet will update in the "leads received" column automatically?
I.E Bob Smith, realtor, sent me a lead, Jane Doe. I enter Jane Doe into my Leads sheet, and enter Bob Smith's name under the "Referral" column. In my realtor sheet, I have a column next to Bob's name with "Leads Received" and 2 in that column (let's say he referred me 2 ppl before Jane). Will that column update to 3?
Is such a thing possible? Thanks in advance!
-Kris
microsoft-excel worksheet-function tracking
asked 1 min ago
Kris MtgBankerKris MtgBanker
1
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I work with realtors and I'm looking for an easy way to track the leads I get from a realtor.
Can I have a realtor list in one sheet, then a separate lead sheet with a column that if I enter the realtors name, then the realtor list sheet will update in the "leads received" column automatically?
I.E Bob Smith, realtor, sent me a lead, Jane Doe. I enter Jane Doe into my Leads sheet, and enter Bob Smith's name under the "Referral" column. In my realtor sheet, I have a column next to Bob's name with "Leads Received" and 2 in that column (let's say he referred me 2 ppl before Jane). Will that column update to 3?
Is such a thing possible? Thanks in advance!
-Kris
microsoft-excel worksheet-function tracking
asked 1 min ago
Kris MtgBankerKris MtgBanker
1
New contributor
Kris MtgBanker is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
add a comment |
I work with realtors and I'm looking for an easy way to track the leads I get from a realtor.
Can I have a realtor list in one sheet, then a separate lead sheet with a column that if I enter the realtors name, then the realtor list sheet will update in the "leads received" column automatically?
I.E Bob Smith, realtor, sent me a lead, Jane Doe. I enter Jane Doe into my Leads sheet, and enter Bob Smith's name under the "Referral" column. In my realtor sheet, I have a column next to Bob's name with "Leads Received" and 2 in that column (let's say he referred me 2 ppl before Jane). Will that column update to 3?
Is such a thing possible? Thanks in advance!
-Kris
microsoft-excel worksheet-function tracking
asked 1 min ago
Kris MtgBankerKris MtgBanker
1
New contributor
Kris MtgBanker is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
I work with realtors and I'm looking for an easy way to track the leads I get from a realtor.
Can I have a realtor list in one sheet, then a separate lead sheet with a column that if I enter the realtors name, then the realtor list sheet will update in the "leads received" column automatically?
I.E Bob Smith, realtor, sent me a lead, Jane Doe. I enter Jane Doe into my Leads sheet, and enter Bob Smith's name under the "Referral" column. In my realtor sheet, I have a column next to Bob's name with "Leads Received" and 2 in that column (let's say he referred me 2 ppl before Jane). Will that column update to 3?
Is such a thing possible? Thanks in advance!
-Kris
microsoft-excel worksheet-function tracking
microsoft-excel worksheet-function tracking
asked 1 min ago
Kris MtgBankerKris MtgBanker
1
New contributor
Kris MtgBanker is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
asked 1 min ago
Kris MtgBankerKris MtgBanker
1
New contributor
Kris MtgBanker is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
asked 1 min ago
Kris MtgBankerKris MtgBanker
1
New contributor
Kris MtgBanker is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
asked 1 min ago
Kris MtgBankerKris MtgBanker
1
asked 1 min ago
Kris MtgBankerKris MtgBanker
1
1
New contributor
Kris MtgBanker is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
New contributor
Kris MtgBanker is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
Kris MtgBanker is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
add a comment |
add a comment |
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