
I need a Google Drive Spreadsheet Template Built to Track Deals
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£40(approx. $55)
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- Proposals: 5
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- #4202670
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Description
Experience Level: Entry
Hi all
I require a Google Excel sheet created that features a main data page which will have a number of fields populated. One of those fields will have a drop down list with various members of staff displayed.
When a member of staff is selected then that row needs to appear in a separate tab that is only for that member of staff to see.
As they progress that deal and add notes, those notes are then updated on the main sheet that I am able to view.
If I change the member of staff allocated to that record then all details need to transfer over to the new member of staff and be removed from the old member of staff.
Ideally I would need a data sheet where I can list members of staff to make it easier to update as staff join or leave the company.
I require a Google Excel sheet created that features a main data page which will have a number of fields populated. One of those fields will have a drop down list with various members of staff displayed.
When a member of staff is selected then that row needs to appear in a separate tab that is only for that member of staff to see.
As they progress that deal and add notes, those notes are then updated on the main sheet that I am able to view.
If I change the member of staff allocated to that record then all details need to transfer over to the new member of staff and be removed from the old member of staff.
Ideally I would need a data sheet where I can list members of staff to make it easier to update as staff join or leave the company.
Mark C.
100% (13)Projects Completed
18
Freelancers worked with
17
Projects awarded
21%
Last project
3 May 2024
United Kingdom
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