Jun 28, 2022 01:54 PM
Just started working with a dental lab and I’m trying to create a base for targeted outreach to dental offices. After being out in the field today I have entered my notes and assigned a rating to each office. I would like to use 4 stars or 5 stars ratings to trigger an email automation to respective teammates about these particular offices.
Solved! Go to Solution.
Jun 28, 2022 03:45 PM
Jun 28, 2022 02:00 PM
May have figured it out…
This works for 4 stars IF({Prospect Rating}=4,‘Trigger Reminder’),
but how do I write it to work for 4 and 5 start ratings?
Jun 28, 2022 03:45 PM
IF(OR({Prospect Rating}=4, {Prospect Rating}=5),'Trigger Reminder')
Jun 29, 2022 06:32 AM
Thank you @Vivid-Squid !