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TVPPAMarketing
Hello! I have a similar question to one that was already answered. My accounts include a "Type" field with particular drop-down options. I already have a lookup formula in contacts that looks at and populates a field using whatever was in teh accounts field. I need a formula within my Campaign Members fields that looks up this value from, I assume, the contact. I can't seem to figure it out. If the contact is there, I need it to populate the field based on the matching account/contact field. If there's no match, it should remain empty.
I've played with the formula Shannon provided but can't seem to figure it out. Any help?
Campaign Member field that looks at Account or Contact Field
Hello! I have a similar question to one that was already answered. My accounts include a "Type" field with particular drop-down options. I already have a lookup formula in contacts that looks at and populates a field using whatever was in teh accounts field. I need a formula within my Campaign Members fields that looks up this value from, I assume, the contact. I can't seem to figure it out. If the contact is there, I need it to populate the field based on the matching account/contact field. If there's no match, it should remain empty.
I've played with the formula Shannon provided but can't seem to figure it out. Any help?