Excel to Sharepoint / Webpage
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Description
Experience Level: Entry
Hi There,
I currently have a "Sales Matix" that is created in Excel (Please see attached image).
This Sales Matrix has a list of prospects down one side and then various stages along the top to record:
- When a contact has been setup
- When an email address has been obtained.
- When a LinkedIn Connection Request has been sent and so on....
The issue I have is most other systems that we use are all web based like our CRM - so going to documents to open a Excel file is a bit clunky and I would prefer for this to be web based.
Is this possible? I am wondering if something can be created on Sharepoint or maybe even something bespoke?
I currently have a "Sales Matix" that is created in Excel (Please see attached image).
This Sales Matrix has a list of prospects down one side and then various stages along the top to record:
- When a contact has been setup
- When an email address has been obtained.
- When a LinkedIn Connection Request has been sent and so on....
The issue I have is most other systems that we use are all web based like our CRM - so going to documents to open a Excel file is a bit clunky and I would prefer for this to be web based.
Is this possible? I am wondering if something can be created on Sharepoint or maybe even something bespoke?
James R.
100% (13)Projects Completed
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Last project
8 May 2024
United Kingdom
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