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Jason Howell (Home) a posé une question dans #Data Management
I am trying to automate Lead Rating . I need to make leads "cold" if custom field Likely Decision Date unknown, Warm if Likely decision date is more than 30 days out and Hot if likely decision date is under 30 days. what would be the best way to do this?
5 réponses
  1. 30 mai 2019, 10:16
    Hi Jason,

     

    What have you tried so far? and what are you truggling with?

     

    would a formula field suffice?
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