Sep 27 2019 12:08 AM
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
Sep 30 2019 01:11 PM
@RTV22 VLOOKUP should be fine.
Alternatively, if you have a unique id in each recordset (Stock #?), then you can create a relationship between the tables, and then use PivotTables for your summaries.