Identifying sales reps who own current accounts

Hello! See attached for a worksheet. I am importing new leads to my salesforce CRM. Before they are imported, I assign a sales rep to the account. However, some accounts are already assigned to ...

Example .xlsx12 KB

Formulas and Functions

PReagan
Nov 12, 2020
Hello smm10094,

Please review the attached workbook which makes use of INDEX()+MATCH() and IFNA() functions. You may filter the Salesman column in the New Leads table to only show "No Salesman Assigned" to assign salesman to new leads.

One other note: Some Account Names and Salesman names had extra spaces " " at the end. Make sure to omit these extra spaces because the MATCH() function searches for exact matches.
Example .xlsx13 KB

PReagan

Bronze Contributor

Nov 12, 2020

Hello smm10094,

Please review the attached workbook which makes use of INDEX()+MATCH() and IFNA() functions. You may filter the Salesman column in the New Leads table to only show "No Salesman Assigned" to assign salesman to new leads.

One other note: Some Account Names and Salesman names had extra spaces " " at the end. Make sure to omit these extra spaces because the MATCH() function searches for exact matches.

Example .xlsx13 KB