Automatically Populate Status - Sales Pipeline
Looking for a way to populate a Status column (up, down, unchanged) depending upon update to a Stage field.
In English: If the entry in Stage changes, record in Status column for that record the DIRECTION of change. Example: Account currently in Stage B. Rep updates to Stage A today after conversation. Status should reflect UP (using the direction symbols in Smartsheet) since it went from "B" to "A."
Anyone done anything like this?
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