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Lead & Prospect Manager Update [Gold & Silver] (Patreon)

Published:
2022-03-28 12:15:59
Edited:
2022-04-04 09:28:26
Imported:
2026-06

Videos

Downloads

Content

Hello Members!

In this week’s Feature, Fix, or Focus, we take last week’s Lead & Prospect Manager training.

Here are the updates I made for this training:

· File Path Issue requested by Glen Taylor

· Excel Object Issue requested by Glen Taylor

· Contact Preview Pop-Up added by Randy Austin

· Total Projects Formula added by Randy Austin

Please don’t forget to add your requests for your own Feature, Fix or Focus each week when I post a new video, right here on Patreon. Each week I will either add a new feature, fix a bug or an issue, or create another training with a special focus on any part, all based on your feedback and comments.

Make sure to view the brand new and updated training and download the updated workbook in the attachments below.

Files

Lead_Prospect_Manager_Updated

This is "Lead_Prospect_Manager_Updated" by Randy Austin on Vimeo, the home for high quality videos and the people who love them.

Comments

Miguel

What would it take to make the Kanban Tab dynamic (so you can drag and drop contacts from one stage to another)?

Excel For Freelancers

Hi Miguel you would just have to determine the destination column status and then update the database. Please follow my other drag & drop trainings to get the full VBA code. I hope this helps and thanks so much.

pjl

Hi Randy, I believe the Projects worksheet in the Lead Prospect Manager Updated workbook has a problem with the date column. Maybe the pop-up calendar is missing? Getting a runtime error related to the CalendarShow macro and the "With ActiveSheet.Shapes(DayName) line of code please advise

Excel For Freelancers

Hi Pjl, I have taken a look at my version but it seems ok, Can you download the updated one using the attachments in this post and let me know if the problem persists?

John Bro

Hi Randy, I am also experiencing trouble when trying to delete a contact in the middle of the list. I went so far as to delete all contacts from the main data list and still have the names showing up. Can we add a "Contact Refresh" button?

Excel For Freelancers

Hi John, I made an update to this earlier today, so if you download the newer version it should fix the Delete Contact issue. I hope this helps and thanks so much.