Google Spreadsheet Ninja

We are looking to set up a streamlined google spreadsheet for our outreach campaign so that we can track everything seamlessly!

We have some ideas but need an expert who can take our vision and make it work!

Here is a loom video of what we envision:

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and some ideas we have:

First Sheet: For the nine appointment setters, I mentioned that I needed to neatly assign 90-100 leads/day. Leads can be assigned in an unweighted round robin in this case, then we can just color code the columns such that each setter can easily id their column. To prevent dupes, I want to set a trigger that checks on every username input over the past 90 days. So, I would suggest creating a hidden Sheet with all of the previous leads to check against for dupes, but this would also increase Upgrade to see actual infocond Sheet: I would create 9 distinct warm leads Sheets, but they would be hidden. The active warm leads Sheet would contain a dropdown menu at the top, such that you can select the appointment setter, and it will pull the data from the appropriate hidden sheet.

Third Sheet: it's just cumulative values and statuses, pulled from the other active and hidden sheets, so it would be relatively easy to implement using either pivot tables or Apps Script.

If you feel like you're the expert we need and have viewed all job details, please send us a message :)