"Who is next?" sheet

gavcuk

New Member
Joined
Nov 30, 2023
Messages
7
Platform
  1. Windows
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?

1701363261159.png
 

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I didn't get it. Can you describe more pelase?

Ah, it's because I added a couple of columns after the STATUS column. Those were then being populated by "H" if I entered Hols in the STATUS column.

I've moved those columns to be before the STATUS column which removes the problem although I do have to manually type "H" in the LEAD SOURCE columns now rather than it auto enter it based on "Hols" in the status column.

To be honest I can live with that.
 
Upvote 0
All you have to do is play with the lines below:
VBA Code:
For r = 3 To lRow
    If .Cells(r, "B").Value = "Hols" Then 'Change column letter here where your status is
      For c = 3 To lCol Step 2 'Change column number here where lead source starts
        .Cells(r, c).Value = "H"
      Next
    End If
  Next
 
Upvote 0

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