I have a board that is used to track sales performance of franchisees month over month. On the board there are three groups based on the previous month’s sales: High performers, Medium performers, and low performers. Is there an automation I can use that will move items (franchisees) between groups based on their previous months sales? For example, franchisee 12 is currently in the medium group based on October sales but when I put in November sales numbers, I want that franchisee to automatically be moved to the high performers group if their sales number is over $40k.
Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?
Desiree - www.thecleverclovers.com