• SALES MAHI
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How would I create Auto Number field with Formula that counts all opportunities with the source field as recurring? (Starting over for each account)

IF an account contains an opportunity with the source field value of “Recurring”, apply generate auto number

IF example account is Costco
Opportunity 1 – Source: One-Time N/A
Opportunity 2 – Source: Recurring (Auto Number: 1)
Opportunity 3 – Source: Recurring (Auto Number: 2)
Opportunity 4 – Source: One-Time N/A

IF the next example account is Walmart
Opportunity 1 – Source: One-Time N/A
Opportunity 1 – Source: One-Time N/A
Opportunity 2 – Source: Recurring (Auto Number: 1) *Notice there are 2 accounts with the number one
Opportunity 4 – Source: One-Time N/A

Thank you for your help! I sincerely appreciate it.