I have a question regarding the formula wizard in the
if(LeadType_Step2=='Type A',' Sales Rep 1','')" However this did not work and I do not know why? Does the formula wizard not work wi th dropdowns? Please advise on how to make this work. I referenced article https://www.method.me/cs/forums/t/1564.aspx on your website.
However the example that I wa
nt involv es an OR statement and would go like this:
If the lead chooses "
Type A" or "Type B" or Type C, then the sales rep would be "Sales Rep 1"
If the lead chooses "Type D" or "Type E", then the sales rep would be "Sales Rep 2"
So my question is how do I get a formula to make this happen?