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Simple Lead and Sales Match

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RTV22
Occasional Visitor

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

1 Reply

@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. 

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