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Topics#Sales And MarketingNashila Nensi의 질문
Nashila Nensi (Canon Canada Inc) 님이 #Sales And Marketing에 질문했습니다
2021년 6월 4일 오후 12:40

Lead Rejection Reason

I would like to add a field in Lead module 'Lead Rejection Reason' and have users provide reason for rejecting a lead if Lead Status equals Reject. We have many leads that have already been rejected but going forward would like to have a process in place. Any guidance on this is much appreciated.

 

Thank you.
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  1. Cathrine Matilda (NRAS)
    2021년 6월 4일 오후 2:47
    Hi Nashila,

     

    AND(

     

    DateValue(LastModifiedDate)  >=   Date(2021, 06,04 ),

     

    TEXT( Status )='Rejected',

     

    ISCHANGED( Status ),

     

    ISBLANK( Lead_Rejection_Reason__c ) )

     

    should be syntactically correct. Although Date check is not needed as validation rule is triggered only on record save. So Old records can still be as-is. Also, hardcoding values are not always advisable.
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