Krishele
(Krishele Guzman)
July 22, 2019, 10:38am
17
Check out this post. Someone shared a way to use a formula to set statuses which then could be used in an automation. Not sure if it fits your use case completely though.
Hi,
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 …