I'm creating a sales tracking sheet, and one thing I think would be really nice to have is a record of all the different stages. I am using a column that allows our sales team to place a note that looks something like this in each row for a sales opportunity:
10/26/20 - Reviewed proposal with client
Since this gets updated frequently based on the stage of the opportunity, I would like to be able to basically archive these into a drop down list when an update is made. In the past, the user has simply deleted that line and entered the most recent entry. So the next update might look something like this:
10/29/20 - Client approved proposal
I would love for the user to be able to add the new info and have the 10/26/20 entry (plus any previous entries) go into a drop down list that could be reviewed later and easily see the timeline of events. I can't think of a way to do this, but I'm wondering if anyone has any ideas that accomplish the same thing that may be easier...
Thanks in advance!
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