Firstly hello, as I'm new here.

Secondly, I need some help getting my head round a spreadsheet I need to create.

What I want to achieve is a document that will allow me to have different companies (customers) and then within each company there would be a sub-category of job description (in order to tailor communication): CEOs/sales/techies/marketing etc. I then want to be able to decide how often each of these categories are contacted: weekly/fortnightly/ monthly etc.

e.g. All companies' CEOs receive an email about share prices quarterly; some techies receive telephone briefings fortnightly, some monthly.

I would want to be able to track both emails and follow-up telephone calls on an ongoing basis.

Am I missing an obvious way to do this?

Thanks and kindest regards in advance,

Graeme