Been hunting the internet trying to figure this out and I give up so hopefully someone can help me out here.
So overview is customer list and trying to break out customers by sales rep into their own sheets in the workbook. Just trying to set something up for a CRM while we are dealing with FAILForce, I mean Salesforce.
So have a master sheet with "all" the customers and want a row of info to be copied to a territory sheet based on the initials of the sales rep.
So overview is customer list and trying to break out customers by sales rep into their own sheets in the workbook. Just trying to set something up for a CRM while we are dealing with FAILForce, I mean Salesforce.
So have a master sheet with "all" the customers and want a row of info to be copied to a territory sheet based on the initials of the sales rep.