Hello,
This is my first post and please keep in mind, I am a Macro/VBA novice but I do understand simple concepts.
I am looking to create a spreadsheet of leads that I've called on that will progress them through my 'pipeline.' I've got a sample attached with the simple code to assign each entry to the correct location but I'm having a few problems with a couple of other things I'm trying to do. As you will see in the "Sample" spreadsheet, there is a sheet (Data Input) where I will enter the information for a customer, press the submit button and it will send each lead to the appropriate section on the "Pipeline" sheet. (1) The first problem I'm running into is that I don't want Column L to copy into the "Pipeline" sheet because I've got another macro there to select weather the deal was won or lost.. Please help with any code to omit this column on the transfer. Also, once the button has been pressed, I would like the input section (Row 2) to clear out for new input. (2) The Today() function on "Data Input" sheet in cell A2 transfers over and keeps the formula...Is it possible to copy the cell's data (not the function) and paste that into the "Pipeline" sheet? (3) Last issue on this sheet is that once the date has been copied to the "pipeline" sheet, I would like a macro that would move the data On Opening the file to the appropriate section. For example, if an item in the 31-60 list is projected to be 31 days out on 3/5/12, I would like it to move into the 1-30 day list when the file is opened on 3/6/12. Any help is much appreciated - Thank you very much in advance!
Nate
Bookmarks