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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?
5 个回答
  1. 2019年5月30日 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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