Hi,
I am trying to devise a way to take a spreadsheet that we receive daily, containing the day's leads, which is then sorted and distributed according to certain column's variables.
I have no problem linking the spreadsheet to access, but I don't know which query functions to try in order to parse the data into groups so I can have the leads distributed equally to our salespeople.
We have 10 salespeople receiving leads and usually about 150 leads per day.
an example of this spreadsheet would be:
Name, state, bestcontacttime
J.Smith, PA, 8-10am
D.Glenn, GA, 10-12pm
H.Scott, LA, 12-2pm
what we do is sort the leads by bestcontacttime and then divide that by 10(number of salespeople) and give each sales rep an equal amount. We try to give each salesperson an equal amount of 8-10, 10-12 and 12-2pm leads.
Is there a way i can do this using access?
thanks!
I am trying to devise a way to take a spreadsheet that we receive daily, containing the day's leads, which is then sorted and distributed according to certain column's variables.
I have no problem linking the spreadsheet to access, but I don't know which query functions to try in order to parse the data into groups so I can have the leads distributed equally to our salespeople.
We have 10 salespeople receiving leads and usually about 150 leads per day.
an example of this spreadsheet would be:
Name, state, bestcontacttime
J.Smith, PA, 8-10am
D.Glenn, GA, 10-12pm
H.Scott, LA, 12-2pm
what we do is sort the leads by bestcontacttime and then divide that by 10(number of salespeople) and give each sales rep an equal amount. We try to give each salesperson an equal amount of 8-10, 10-12 and 12-2pm leads.
Is there a way i can do this using access?
thanks!