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Sales Lead form query

Discussion in 'Information Technology' started by Pete, Jul 28, 2006.

  1. Pete

    Pete
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    Guest

    Hi

    I work for a company wholesale manufactures a product in high demand. We
    don't sell to the end user.

    We get a number of "Mum & Dad" sales leads that come in via our website &
    yellow pages adverts that we want to forward onto our agents for them to
    followup.

    I have an Excel spreadsheet with all our agents contact details listed.

    I want to be able to run a sales lead summary that lists by agent, the
    contact details of all the leads for a date range e.g. 1st April 2006 until
    22nd May 2006.

    Ideally, I would type into an Access form:

    1. the agents name & a date range, hit enter & have the sales leads come up
    in an excel spreadsheet.

    2. Date range & have the total number of leads for that period come up in an
    query.

    Is this doable in Access?

    How would I go about this?

    TIA

    Pete
     
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  3. Jesse

    Jesse
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    Guest

    You will need to transfer the Excel data to a table in your database
    and then set up several queries to obtain the data that you need. From
    the queries you can export to Excel. The table that you transfer the
    data to may be linked to your Excel data, however, it would be better
    if the data was located in Access as you can have the information
    updated, view a history of the data, query-as-you-wish data and export
    any resulting query to Excel (since the last quarter of 2005 you can
    not link Access data to Excel due to some patent lawsuit but you can do
    it the other way around).
     
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