caseykay68
New Member
I'd like to create a matrix that would allow a customer service rep to quickly "qualify" a customer for a specific benefit. In order to qualify for this benefit the customer has to meet three criteria:
1. Be a new customer (less than 90 days)
2. Have not ordered previously
3. if 1 and 2 are met, then there they have to meet one of 8 specific criteria. I have created a sheet and I have three columns with drop down boxes (via data validation) for the rep to select the specific situation for their caller in column A/B/C. After they choose A/B/C columns I am trying to format a cell that will reflect a red/green/yellow, so they have a quick visual representation if they can approve the benefit.
I can put together a conditional formula for each column, but thats not the best, I would love there to be one representation. For example: If a new customer, not ordered previously, and live in CA, then once I select all three criteria, an output cell turns green. Appreciate any tips or suggestions as to how I might go about this.
1. Be a new customer (less than 90 days)
2. Have not ordered previously
3. if 1 and 2 are met, then there they have to meet one of 8 specific criteria. I have created a sheet and I have three columns with drop down boxes (via data validation) for the rep to select the specific situation for their caller in column A/B/C. After they choose A/B/C columns I am trying to format a cell that will reflect a red/green/yellow, so they have a quick visual representation if they can approve the benefit.
I can put together a conditional formula for each column, but thats not the best, I would love there to be one representation. For example: If a new customer, not ordered previously, and live in CA, then once I select all three criteria, an output cell turns green. Appreciate any tips or suggestions as to how I might go about this.
