Hi,
In Salesforce, I used to create simple formulas by selecting a field and then multiplying it by another field, e.g., seats, to get a total cost. This really helped with reporting and keeping on top of renewals/calculating renewal values.
The process was really simple, something like this:
- Create a new field
- Create a formula by:
- Selecting a field
- Choose to multiply, add, etc.
- Done.
I've had a look at Copper's formulas, but they seem quite complicated and I could’t figure out if the system would be able to achieve what i’m trying to do.
Is there a way to achieve this in Copper?
Thanks,
Tim