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Hi folks,

I have a sheet with a checkbox called "Qtly" and another dropdown field called "Lead Status" -- the values in the dropdown are: No Lead, Lead, Active Lead, and Deal. 

I am trying to figure out a formula for when the "Qtly" checkbox is checked, that the value in the "Lead Status" dropdown field automatically gets set to "Lead".

Thanks in advance!

 

Comments

Andree_Stara

Hi,

Try something like this. If you have a formula in the Lead cell like the one below you can't change the status manually because that will delete the formula.

=IF([email protected] = 1; "Lead")

The same version but with the below changes for your and others convenience.

=IF([email protected] = 1, "Lead")

Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

Did it work?

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Thanks, both; I will try later today.

yes

 

-Chris