This website uses Cookies. Click Accept to agree to our website's cookie use as described in our Privacy Policy. Click Preferences to customize your cookie settings.
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 ...
