Microsoft Excel + RepMove
Add Microsoft Excel rows for new accounts and prospects in RepMove
Activate this template to add all new accounts and prospects to a Microsoft Excel spreadsheet. Have your spreadsheet up-to-date with all of your new accounts and prospects from RepMove.
Activate this template to add all new accounts and prospects to a Microsoft Excel spreadsheet. Have your spreadsheet up-to-date with all of your new accounts and prospects from RepMove.
- When this happens...New Account/Prospect
Triggers when a new account/prospect is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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All Users
Triggers when a new user is added to your company.
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created.
Try ItUpdate Contact
Triggers when a contact is updated.
Try It
New Account/Prospect
Triggers when a new account/prospect is created.
Try ItNew Note
Triggers when a new note is created.
Try ItUpdate Account/Prospect
Triggers when an account/prospect is updated.
Try ItReference (By Default Account ID)
Contact NameRequired
Position
Address
Address Lat
Address Lng
Phone 1
Phone 2
Phone 3
Phone 4
Phone 5
Phone 6
Comment 1
Comment 2
Comment 3
Comment 4
Comment 5
Comment 6
Email 1
Email 2
Email 3
Email 4
Email 5
Email 6
