How to make specific person from a department a contact automatically

Hello all! I have a question where I am not understanding the total scope of formulas and functions and would like help to see what could assist me. I am a Customer Success Manager and I create projects for my customers that are onboarding. What im trying to do is somehow label certain people who are the CSM, Sales, Hardware, etc and be able to add them as the internal contact for every cell that has that department on it. Attached is an example if I didnt explain it well.

You can see above that under internal owner, I am labeled at the top as the CSM but im wanting that to also populate in the cells below if possible.

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jonathan,

    You’d use a VLOOKUP or an INDEX/MATCH combination for that.

    You can keep it in the same sheet or have it in another sheet.

    More info:

    INDEX

    MATCH

    VLOOKUP

    Would that work?

    I hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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