Hi,
I am trying to create a cloned opportunity in a project management pipeline that is named “client name - “ And the sales Type of the Won opportunity. I have a custom dropdown field for sales type that carries from the sales opp to the PM opp just fine, but when using the formula ‘CONCAT(name,” - “,cf_SType) it returns “Doe, John - 477845”. Does anyone know how to have it return the selection, rather than the reference number?
Thanks,
Best answer by K_Harman
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