I want to use conditional formatting to track progress and follow up with clients. I have the clients details e.g name, location etc on the left and next to each one an action then date then next action then date etc which is not efficient. I need to be able to look at it and know who I need to call for instance today and for it to be hightlighted some how, I also need to be able to organise the clients by priority- ones that i need to call now, ones that are not a priority but i need to follow up with them in a week or so- which is then flagged up and with each client see a notes or some info that lets me know whats happened in brief during every contact.
if you can help thanks!