Working on a sweet CRM. I’d like to populate a column with the exact date that status changes to either “Deal Closed” or “Deal Lost”. Not sure how to achieve this…
Appreciate the help guys!!
Working on a sweet CRM. I’d like to populate a column with the exact date that status changes to either “Deal Closed” or “Deal Lost”. Not sure how to achieve this…
Appreciate the help guys!!
I’ve done this a very little bit “differently” (Not really but kind of ) … Depending of the results you want
Note that if you want to change the Status
, you’ll need to adapt the formula in Close/Lost
too
Dear @Pch
Great input
Wow! @Jean_Pierre_Traets @Pch, I’ve never seen such a helpful community!! Thank you so much you two for the prompt replies. Great ideas!
Always glad to help when I can !