Cell Linking

cexell89296

Hi all,

I have currently set up cell linking, however I only want it to cell link once the drop down box has been changed to 'Converted'. As in, we receive a lead and add the data to that lead. Once that lead is 'won' or 'Converted' I change the drop box to show this. Once this is done then I want it to move onto my other document of 'Converted leads'  

Andrée Starå

Hi,

Depending on your specific structure you could probably set this up with VLOOKUP or an INDEX/MATCH formula combination.

Another way could be to use a third-party solution like Zapier to move the row to the Converted leads sheet when it changes to Converted.

Would any of those options work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting