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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 ...
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.
