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Topics#CollaborationDomanda di Jasmeet Randhawa
Jasmeet Randhawa ha fatto una domanda in #Collaboration
23 nov 2016, 14:52

Enforce lead Status be a value based on Lead Rating field.

How can I make sure of the following?

 

Lead status set to 'Qualified' only when Rating is either 'Hot' or 'Warm'.

 

Thanks

 

 
2 risposte
  1. Mayank Srivastava (eVerge Group)
    23 nov 2016, 15:11

    Like this:

    AND(
       TEXT(Status) = "Qualified",
       TEXT(Rating) <> "Hot",
       TEXT(Rating) <> "Warm"
    )
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