We’re using monday as a CRM and as we grow the number of leads in our system, we need a way to prioritize them. I want to use the formula column to build a lead scoring system.
For example one part of the lead scoring system might look like:
If the status = decision maker, then 5 points
If the status = likely decision maker, then 4 points
If the status = Not a decision maker, but an influencer, then 3 points
If the status = Unlikely to be a decision maker, then 2 points
If the status = Not a decision maker, then 1 point
How can I assign a numeric value in the formula column that changes depending on what the status is marked as?
Then I could easily sort the board based on the cumulative lead score and make sure I’m spending my time correctly.