Pull account name from another sheet???

mkilci

Hello,

 

I need help with the following. I am buildig a sales pipeline tracker. On one sheet I have a list of master accounts. On the tracker sheet I have a column named account list. Can I do a lookup/dropdown to get the account names from the other sheet? I want to ensure the account names are typed correctly by doing a look up. 

 

Thanks

Andrée Starå

Hi,

Yes, you can!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting