Auto-Populating One Sheet Based on Criteria of Another
I have a contact form that once the contact proceeds into the opportunity phase (think CRM), I want to automatically have their info populate into another sheet.
In the contact sheet, I envision a column titled "Proceed to Opportunity" with two options of Yes or No. If no, they stay as a contact. If Yes is selected, their info populates my Opportunity sheet.
There are many fields that need to transfer into the Opportunity sheet.
I've searched using vlookup and index and match, but can't seem to get the right formula working.