linking info in one sheet to populate a column in another sheet

FlowTraction

Hello all,

1. I have a dropdown list in source sheet - Pipeline Sheet A, that has column for sales stage = "won", "lost", "assessment", etc.  Additionally in those rows are the prospects company name, contacts first and last name, etc. 

2. I would like to create a Client List Sheet B from that Pipeline Sheet A by creating a formula from source sheet Pipeline Sheet A that says if the sales stage = "Won" in Pipeline Sheet A, then create Company Name, contacts first and last name as Client Name in Client List Sheet B. 

Does anyone know how to create a formula that will capture if a deal is won in one sheet and transfer some of the row content to another sheet?

 

Thank you for your help

J. Craig Williams

See if this post helps:

http://ronin-global.com/2018/02/22/smartsheet-secure-your-sheets-with-x-sheet-references/

Craig