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I am working on a lead generation tracking spreadsheet in Google Sheets with the hopes of having a follow-up date auto-populate. There are different amounts of time when we want to follow up with contacts (i.e. 1 week, 2 weeks, 4 months, 6 months) and I have created a drop-down via the data validation tool in Google Sheets for our sales guy to choose from.

I also have a place where he will enter the date of contact. I am really looking for a formula that takes the date of contact and configures when he should follow up with that lead depending on his drop-down selection. Below is a screenshot of the top of the spreadsheet.

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  • Hi and welcome. The dropdowns are in Column K ("Status"), right? The values in the dropdown are taken from the range B6:B11, is that right? And, the time periods for followup are in the range E6:E11, is that right too? OK, but what determines the followup period, and what is the relationship between the dropdown value and the followup period? For example, if the dropdown is "Contact: Not interested" then presumably there is no followup date.
    – Tedinoz
    Sep 2 '21 at 4:49

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