Originally Posted by
Slartibartfast
Hello all, I am a sales person and have for the past few years just been plonking details of my clients into a basic spreadsheet.
I also have a separate document that allows me to present figures to a client, and print out an order form. I stick the client details in, save it under another name, and use the original worksheet again for the next lucky victim.
This means I am plugging in details twice, so what I need to be able to do is to shove in the details into the spreadsheet, and for that to populate a client facing form which I can then use to present - and to be able to repeat that for the next client.
As you can see, I am not an Excel Diva, and would really appreciate an idiots guide on how I could achieve this.
Paul
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