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Basically I need something that shows the following:
If MQL is NOT blank, then "MQL"
If SDR is NOT blank and AE is NOT Blank then "SDR Self Gen"
If SDR IS blank and AE is NOT blank then "AE Self Gen"
This is the formula I've been trying but keep getting errors:
Solved! Go to Solution.
Gen Team = SWITCH(TRUE(),
Opportunity[Leads Converted.MQL__c] <> BLANK(), "MQL",
Opportunity[SDR Name]<>BLANK() && Opportunity[AE Name]<>BLANK(), "SDR Self Gen",
Opportunity[AE Name]<>BLANK(), "AE Self Gen",
"Other Gen")
Gen Team = SWITCH(TRUE(),
Opportunity[Leads Converted.MQL__c] <> BLANK(), "MQL",
Opportunity[SDR Name]<>BLANK() && Opportunity[AE Name]<>BLANK(), "SDR Self Gen",
Opportunity[AE Name]<>BLANK(), "AE Self Gen",
"Other Gen")
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