Forum Discussion
Logic Explanation
=IF(
AND(
[@[Group(without DM Converted/Created Contact)]] = "Marketing Lead",
OR(
A10739 = "John Doe",
A10739 = "Jane Smith",
A10739 = "Micha...
Hello ExcelNewBie,
The formula first checks whether the row is “Marketing Lead” and whether A10739 matches one of the specified users. If either condition fails, it returns the original group value.
If both are true, it runs an XLOOKUP on the Converted Contact ID against the DM with AddOn Created Contacts table and returns the matched value or defaults to “Sales Lead” if no match is found.
It then checks if the lookup result is “Sales Lead” and both First Form Fill Detail and Last Form Fill Detail are blank.
If all conditions are met, it returns “Sales Lead”, otherwise it returns “Marketing Lead”.