I'm trying to sort/filter data on worksheet1 (that has our full list of clients with email addresses, phone numbers, etc.) from worksheet2 (a narrowed down segment of clients based on various criteria in our agency management system). I'd like to remove all clients that do not show up on the second worksheet. From here I can upload the remaining clients into our email marketing platform and market to the specific group of clients that we narrowed down.
Based on our system, I can't export contact information for the specific group of clients that I want to market to, so I need to narrow down our full list to that smaller group, if that makes sense. I assumed I would have to use a pivot table, but I can't seem to make that work.
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