linking info in one sheet to populate a column in another sheet
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
Comments
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See if this post helps:
http://ronin-global.com/2018/02/22/smartsheet-secure-your-sheets-with-x-sheet-references/
Craig
