We want to add in a field which groups the Lead Source into different categories for example Inbound, Digital Marketing, Partner, Events & Exhibitions.
I have created a dependent field which when a particular lead source value is chosen should automatically chosen the category. There should only ever be one option, so how do I remove "None" in the drop down when it is not a value created to select from. Is there a better way to organise this?
#Lead Management #Controllingpicklist #Dependent Picklists With More Than One Field Controlling #leads
Your basic Formula Field would be
Datatype = Formula
Result = Text
Formula =
CASE( LeadSource ,
'Direct Traffic','Inbound',
'Organic Search','Inbound',
'Organic Social','Inbound',
'Cold Call','Inside Sales Generated',
'Sales Navigator InMails','Inside Sales Generated',
'Referral','Partner',
'Customer Referral','Partner',
'Marketing Event','Events & Exhibitions',
'Webinar','Events & Exhibitions',
'Marketing Campaign','Digital Marketing',
'Google PPC','Digital Marketing',
'LinkedIn','Digital Marketing',
'Email Marketing','Digital Marketing',
'Demo Request','Digital Marketing',
'StraightIn','Digital Marketing',
NULL)
