Hi,
Hopefully someone on here will be able to help with my issue.
I am creating an excel table that will be used by a salesperson at our company. It currently has a list of about 100 companies along with their contact details. However, because his sales process can often involve multiple points of contact (an initial call to a gatekeeper, another call a week later to chase a decision-maker, an email sent with details on our company, etc) until we hopefully take the lead on as a client I would like to add a 'historic actions' column that is automatically updated with his entries into a 'latest actions' column.
For example it might look like the attached.
Where anything that's entered in the 'latest action' cells gets added to the start of the 'historic actions' cells when the table is updated. For example a 'historic actions' cell might end up looking like:
(3rd ACTION) Called Alexandra and arranged a store visit in June | (2nd ACTION) Spoke to receptionist Stephen again and got number of Manager Alexandra | (INITIAL ACTION) Phoned and spoke to receptionist Stephen
So sorry if this doesn't make any sense, but hopefully someone will be able to decipher my ramblings.
Thanks,
Denholme
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