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RTV22's avatar
RTV22
Copper Contributor
Sep 27, 2019

Simple Lead and Sales Match

Hello,

 

I want to do a simple lead and sales match in excel. I have all the data I need in separate sheets, one for all the leads over the past year and one for sales. I want to pull matches by stock #, last name, business name, phone #, email, then finally a pull which has matches that entails all of those. Is it best to use a vlookup or index/match to generate a list of cells for those matches? Do I need to format my data in a certain way for the data to appear on a third sheet? Help would be much appreciated!

 

Thanks

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  • Smitty Smith's avatar
    Smitty Smith
    Former Employee
    Sep 30, 2019

    RTV22 VLOOKUP should be fine.

     

    Alternatively, if you have a unique id in each recordset (Stock #?), then you can create a https://support.office.com/en-us/article/Work-with-Relationships-in-PivotTables-F64EA03B-435A-448D-BC35-3B252BD1233A between the tables, and then use PivotTables for your summaries. 

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