I am creating a CRM tracker in Excel for my small business.
In Sheet 1, I'd like to have certain information that I enter from Sheet 2 automatically update.
These would be the pertinent day to day details, such as last contact date/name/status etc.
So in summary: Is there a way (formula) where I can have 4-5 columns in Sheet 1 that get automatically updated by what I put in the "main" customer record in Sheet 2?
Does this make any sense?? please help!!
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Linking cells between worksheets in Excel 2007
I am creating a CRM tracker in Excel for my small business.
In Sheet 1, I'd like to have certain information that I enter from Sheet 2 automatically update.
These would be the pertinent day to day details, such as last contact date/name/status etc.
So in summary: Is there a way (formula) where I can have 4-5 columns in Sheet 1 that get automatically updated by what I put in the "main" customer record in Sheet 2?
Does this make any sense?? please help!!