Currently the formula changes the field text from a 'Prospect' to a 'Client'. However, there is a 'Churned' check box in which needs to be a part of this formula. Once the churned box is ticked the field needs to be changed back to 'Prospect' instead of 'Client' also.
So I would like a formula that
1. Changes the original 'Prospect' value in the field to 'Client' value - when the most recent Opportunity stage has changed to 'Closed Won' or 'Closed Won Renewal'
2. When the most recent opportunity stage is 'Closed Lost' or 'Closed Lost Renewal' the field value is 'Prospect'
3. When the 'Churred' checkbox field is true on the Account, the value should change back to 'Prospect'
Currently the formula is:
IF (
OR (
Total_Sales__c > 0,
NOT(ISBLANK(TEXT( Account_Manager__c )))
), "Client", 'Prospect'
)
4 respuestas
Hi,
Thank you for your response. Do I need to make a custom field that will bring the stage of the opportunity to the account in order for me to use 'StageName'?
