Hello, I'm trying to 'roll up' the Stage of the related Opportunity record to the Account
I have a hidden formula field ('Oppty Stage') on the Oppty record, trying to convert the value to a number (I think this is required for Roll Up Summary to work?)
VALUE(TEXT( StageName ))
Then, I have a roll up summary field on the Account, Summarised Object = Oppty, Roll Up Type = MIN, Field to Aggregate = 'Oppty Stage', with a filter criteria based on record type.
However, I'm getting #.Error! in the filed on the Oppty?
Any help appreciated!
TIA
Hi Sunill,
There’s a few (I’m new to this Org so not sure how they arrived at this point)\\
Prospecting
Qualification
Engage & Cultivate - Intro
Engage & Cultivate - Building Rapport
Selectively Receptive
Highly Receptive
Signatory Letter Sent
Signatory Letter Signed and Returned
Low Probability/Focus
Non-Client
Closed Won
What are you looking for exactly?
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