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Jason Howell (Home) 님이 #Data Management에 질문했습니다
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?
답변 5개
  1. 2019년 5월 30일 오전 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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