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Topics#CollaborationJasmeet Randhawa's Question
Jasmeet Randhawa asked in #Collaboration
Nov 23, 2016, 2:52 PM

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 answers
  1. Mayank Srivastava (eVerge Group)
    Nov 23, 2016, 3:11 PM

    Like this:

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