Aug 17, 2020

I am trying to use Forms and Worksheets as a CRM for a team of salespeople.

Created a FORM for salespeople to enter their clients. Created a Workbook separating each members data into separate sheet with a query modeled after this one: =query(Sheet1!A:E,"select * where E = 'Atlanta'") .

Would like to give each salesperson access to two sheets. 1) an original sheet that updates real-time with new records entered into the Form, to maintain a master copy.  I protected this sheet to prevent any changes. 2) a "work copy" sheet that the salesperson can use as a simple 'CRM'. The salesperson would be able to edit existing rows of data. yet,  the worksheet would still update real-time with new records from the Form.

How can I design worksheet #2? Thanks!
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