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
Setting up reminder based of rating field
+10Best answer by Vivid-Squid
Dustin_Good wrote:
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?
IF(OR({Prospect Rating}=4, {Prospect Rating}=5),'Trigger Reminder')
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?
+16Dustin_Good wrote:
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?
IF(OR({Prospect Rating}=4, {Prospect Rating}=5),'Trigger Reminder')
Vivid-Squid wrote:
IF(OR({Prospect Rating}=4, {Prospect Rating}=5),'Trigger Reminder')
Thank you @Vivid-Squid !
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