My brain is broken (or my formula is)…
We have 4 departments (Production, Creative, Marketing, BD). When a prospective client is in our radar we run their product through a review process to get a sense from a variety of perspectives, the quality of ...
I have a forecasting sheet pulled from our CRM. The sheet lists various deals underway, each sitting at one of 8 stages:
Contract NegotiationTerms NegotiationProposal - SentProposal - In ProgressEvaluating and Planning
a) Evaluating and Planning
b) P...
I’d like to use this previous example as a foundation for this question.
What if the value being rolled up isn’t a number/date, but a status?
We are an agency business who has a number of clients, each with their own product(s) that we are presenting...
Posting a Follow up to this…
Going back to this… For each department we have
Field A = a look up field to assign the person to the review.Field B = a look up field that then combines the emails for those people(and formats it in the manner expected “...