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Topics#Sales And MarketingFrage von Olivia Forde
Olivia Forde (Lifes2good) fragte in #Sales And Marketing
29. März 2015, 20:53

Is there any way to systematically identify that a lead has progressed

On opportunitys there is a probility associated with it so it is easy to see if it has progressed or not ant use it in a formula with Priorvalue but what can I use on a lead without have to compare all literal values
7 Antworten
  1. Sumit Kaw
    29. März 2015, 22:28
    Steps :

     

    1) Create a cusom field 'Lead Progress Color'  which would store whether color is green or Red.

     

    2) Create a workflow Rule where entry criteria is like this :

     

         OR(ISNEW(),ISCHANGED(Status))

     

    3) Write a field update which has the following Action :

     

    Any Status change from Closed- Not Converted is considered as Green and any status change from Closed - Converted to other status is considered as red. Other progress rules apply as they should.

     

     

    Case(Status,
    	'Open - Not Contacted', IF(ISPICKVAL(PRIORVALUE(Status),'Closed - Not Converted'),'GREEN','RED'),
    	'Working - Contacted', IF(OR(ISPICKVAL(PRIORVALUE(Status),'Open - Not Contacted'),ISPICKVAL(PRIORVALUE(Status),'Closed - Not Converted')),'GREEN','RED'),
    	'Closed - Converted',IF(OR(ISPICKVAL(PRIORVALUE(Status),'Open - Not Contacted'),ISPICKVAL(PRIORVALUE(Status),'Working - Contacted'),ISPICKVAL(PRIORVALUE(Status),'Closed - Not Converted')),'GREEN','RED'),
    	'Closed - Not Converted','RED',
    	'GREEN'
    	)

     

     

            4) Create a formula field which would check the value of custom field 'Lead Progress Color'.

     

     

    IMAGE( 
     CASE(ltcmp__Lead_Progress_Indicator__c , 
    "GREEN", "/img/samples/flag_green.gif", 
    "RED", "/img/samples/flag_red.gif", 
    "/img/samples/flag_green.gif"), 
    "PROGRESS FLAG")

     

     
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