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Topics#Reports & DashboardsKatie DiMento の質問
Katie DiMento (Wiredrive) が「#Reports & Dashboards」で質問
2013年8月20日 20:45

Converted Date AutoPopulating Another Date Field

I am trying to write a formula that will fill in a Date Field on the Opportunity with the date that the Opportunity is created/converted, but ONLY when we have a particular lead sourse. How would I go about doing this?
10 件の回答
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2013年8月20日 21:05
    I would create a Formula(Date) or Formula(DateTime) field and then use an IF statement that evaluates the Opportunity.Lead Source, or create a custom Field on the Lead and the Opportunity and map the field from Lead to Opportunity.  

     

    Your Formula(Date) or Formula(DateTime) would be something like:

     

    IF(LeadSource = "X", CreatedDate, NULL)
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