Hi Friends,
I am working on a workbook for my company that lists all field calls for different agents. I have to present each person's weekly visits and follow ups to the President at the start of each week. Right now I have a separate table for each agent, with the prospective client, date of visit, and date of follow up. Each agent is able to edit their own page. I would like to make a master worksheet/table that automatically compiles the prospective meets and follow ups each week so I don't have to sort through hundreds of posts each week.
I am not extremely familiar with Pivot Tables, but am open to using one if that seems like the best approach. (My attempt totally failed).
Thanks!
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