Hi,
I'm something of an excel novice so may be biting off more than I can chew but looking to have a simple spreadsheet to identify which adviser is next up for a lead.
Currently we have a magnetic wipe board where we move a counter from name to name for several lead categories but would prefer to use some simple tech if we can so that all staff can see who is next regardless of whether they are in the office.
I'd like it so that a button can be clicked to move the counter to the next adviser once I've allocated them a lead.
If an adviser has status "holiday" on the sheet then they would miss their turn.
Is this achievable or unnecessarily complicated?
I'm something of an excel novice so may be biting off more than I can chew but looking to have a simple spreadsheet to identify which adviser is next up for a lead.
Currently we have a magnetic wipe board where we move a counter from name to name for several lead categories but would prefer to use some simple tech if we can so that all staff can see who is next regardless of whether they are in the office.
I'd like it so that a button can be clicked to move the counter to the next adviser once I've allocated them a lead.
If an adviser has status "holiday" on the sheet then they would miss their turn.
Is this achievable or unnecessarily complicated?