What's the easiest way to set up a client pipline w COE dates and.

I work for three loan officers and am having a hard time managing all of
their info. Is there a template or some type of set up that is time stamped.
For example: When the close of escrow date is the 17th the color of the info
will highlight yellow on the 14th, or when the expration of the lock is
almost up the color will change to blue. This way I can focus on the
paperwork rather than going through 100 names every month. PLEASE HELP!

Have you looked at Conditional Formatting on the Format menu? It should be
able to do exactly what you want.

You could all of your close date columns formatted to look at one cell with,
say, today's date in. Then they could change the closer they are to that
date - but you can only have up to 3 conditions, maybe Normal, Close, Very
CLose and Expired.

HTH,
Gareth

"Vanessa" <[email protected]> wrote in message
news:[email protected]...
> I work for three loan officers and am having a hard time managing all of
> their info. Is there a template or some type of set up that is time
stamped.
> For example: When the close of escrow date is the 17th the color of the
info
> will highlight yellow on the 14th, or when the expration of the lock is
> almost up the color will change to blue. This way I can focus on the
> paperwork rather than going through 100 names every month. PLEASE HELP!

If you need more than 3 conditions, take a look at
http://www.xldynamic.com/source/xld.....Download.html

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Gareth Roberts" <[email protected]> wrote in message
news:[email protected]...
> Have you looked at Conditional Formatting on the Format menu? It should be
> able to do exactly what you want.
>
> You could all of your close date columns formatted to look at one cell
with,
> say, today's date in. Then they could change the closer they are to that
> date - but you can only have up to 3 conditions, maybe Normal, Close, Very
> CLose and Expired.
>
> HTH,
> Gareth
>
> "Vanessa" <[email protected]> wrote in message
> news:[email protected]...
> > I work for three loan officers and am having a hard time managing all of
> > their info. Is there a template or some type of set up that is time
> stamped.
> > For example: When the close of escrow date is the 17th the color of the
> info
> > will highlight yellow on the 14th, or when the expration of the lock is
> > almost up the color will change to blue. This way I can focus on the
> > paperwork rather than going through 100 names every month. PLEASE HELP!
>
>