You can't enter a value and a formula in the same cell so a helper column is necessary. I made one called Balance in column H of Leads and entered this formula in H2 and filled down. If the customer number doesn't appear in the sales worksheet, the balance is the same as in column G (you can have what you want just change the "" with what you would like)
|
E |
F |
G |
H |
1 |
patron_specialist |
ps_phone |
Total_Price |
Balance |
2 |
Jim Bik |
|
$ 3,704.00 |
$ 3,704.00 |
3 |
Henry Kally |
|
$ 558.00 |
|
4 |
Tim Donald |
|
$ 1,176.00 |
$ 1,176.00 |
5 |
Dennis Mitchum |
615.687.6471 |
$ 558.00 |
$ 558.00 |
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