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Roxanne_Chilson
4 - Data Explorer
4 - Data Explorer
since ‎May 14, 2021
‎Nov 29, 2022

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3 lookup fields “30 Min Call”, “Proposal Sent” and “Contract Signed” 1 result field “Status”, Formula needed IF “30 Min Call” has a date, enter “Prospect” in “Status” BUT IF “Proposal Sent” has a date, enter “Onboarding” in “Status” BUT IF “Contract ...