I have a requirement where when the Stage in potential reaches a certain string, a date should be captured.
For example: Currently I have these stages
Pre-Qualification
Estimation/Bid Preparation
Bid Submitted/Post Bid Clarification
Won
On Hold
Lost
When someone selects any of these stages:
Estimation/Bid Preparation
Bid Submitted/Post Bid Clarification
Won
On Hold
Lost
The date it was first flipped should be recorded.
I am trying to create a custom formula field named 'Recorded Date' under potentials
Return type is string - this is the formula i am trying to use ---
If(Contains(${Potentials.Stage},'Estimation/Bid Preparation'),Now(),If(Contains(${Potentials.Stage},'Bid Submitted/Post Bid Clarification'),Now(),If(Contains(${Potentials.Stage},'Won'),Now(),0)))
Can you help me out here? Doesnt work no matter what I try.