Formula to check a box based on two conditions

Charles_M

I have a sheet with a client name on the sheet 1. I want to check a box on sheet 1 based on the values on the CRM sheet. If the CRM sheet has the client name on sheet 1 and the offer status column is "Accepted" on the CRM sheet, I want to check a box on sheet 1 next to the clients name. They may be listed in the CRM sheet multiple times but only one row will match the condition, and they will only be on sheet 1 one time. I am trying variations of this this but it's not working:

=IF(AND({Client Name on CRM} = [Client Name]@row, {CRM Range Offer Status} = "Accepted"), 1, 0)

Paul Newcome

Try this instead:

=IF(COUNTIFS({Client Name on CRM}, @cell = [Client Name]@row, {CRM Range Offer Status}, @cell = "Accepted")> 0, 1, 0)

Paul Newcome

Try this instead:

=IF(COUNTIFS({Client Name on CRM}, @cell = [Client Name]@row, {CRM Range Offer Status}, @cell = "Accepted")> 0, 1, 0)

Charles_M

Thanks Paul! Got it working with this!

Paul Newcome

Happy to help. 👍️