I track project sales leads. Every lead has the potential to turn into a project, so when I enter the lead, I also enter an estimated value. If it does turn into a lead I want the estimated value to go into the correct field depending on the status of the lead/project (Sales Status Multiple Select).
Field: Estimated Estimated value goes into this field when the Sales Status is ‘Lead’, ‘Warm’ or ‘Scheduling’
Field: Booked/WIP Estimated value goes into this field when the Sales Status is ‘Booked’ or ‘WIP’
Field: Invoiced Estimated value goes into this field when the Sales Status is ‘Invoiced’.
Of course, when a value goes into the correct field, the field it came from gets zeroed out. Right now I have to manually move that amount between fields depending on the status of the project. Sometimes I forget, or I put a value in one and forget to delete it from the other, which artificially inflates the project value.
Any ideas?
TIA!