ryguylears
New Member
- Joined
- May 10, 2018
- Messages
- 15
I am tracking followups on pending bids, I inherited an old sheet that someone built to track about ~200 open proposals making monthly followup calls that they log in one cell...see below.
Just curious if there is a better way of organizing the Comments / Followup section without blowing up the sheet as it is already quite large to digest.
I have a macro set up that sends the row to a won or lost sheet once we are informed by the general contractor, but that's about is as far as automation, pretty basic.
Any help or examples would be much appreciated.
# | EST. # | BID DATE | PROJECT NAME | PRICE | GENERAL CONTRACTOR | Comments / Followup | ESTIMATOR | Bid Type | Region |
1 | 19-0969 | 11/21/2019 | Hotel Atlanta - Dunwoody, GA | $2,916,000 | General Name | 2/13/20: Paul working on VE and should have more info next week. 1/8/20: Descope meeting Friday, should be our job 12/10/19: Rev 1 11/21/19: Bid letter submitted to Jess B, Precon Mgr, Hogan | Kelly | H | GA |
Just curious if there is a better way of organizing the Comments / Followup section without blowing up the sheet as it is already quite large to digest.
I have a macro set up that sends the row to a won or lost sheet once we are informed by the general contractor, but that's about is as far as automation, pretty basic.
Any help or examples would be much appreciated.