I use a spreadsheet to track when I need to call a client after a set period within a given territory. Each client territory is represented on a different sheet within my workbook. I already have a macro that can move a client, represented by a row of data, between any of the sheets of the workbook based on a drop-down selection within that row. After I have met with a client I will move them to an “on hold” sheet in the workbook.
On this “on hold” sheet I have an expiration date next to each client data row of when I need to contact each respective client next. What I’m looking for is a macro that will recognize that expiration date on a given client row of data and automatically move that client data back to its respective territory sheet based on a respective cell within that client row once that expiration date has been met. The reference cell would have the name of the territory the client belongs to. E.g. Los Angeles or Pasadena.
On this “on hold” sheet I have an expiration date next to each client data row of when I need to contact each respective client next. What I’m looking for is a macro that will recognize that expiration date on a given client row of data and automatically move that client data back to its respective territory sheet based on a respective cell within that client row once that expiration date has been met. The reference cell would have the name of the territory the client belongs to. E.g. Los Angeles or Pasadena.
