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metchickmetchick 

Lead Created Month

Hi All,
 
I am trying to calculate the month a lead was created so that I can track the quarter and then track the percentage of product specific leads from 2006 vs 2007 / quarter.
 
These are the two formulas I have found but I am getting an error when I change Close Date to Created Date...any suggestions on why? or how to accomplish this?
 

1. Month Formula: CASE( MONTH ( {!CloseDate} ) , 1, "01 - January", 2, "02 - February", 3, "03 - March", 4, "04 - April", 5, "05 - May", 6, "06 - June", 7, "07 - July", 8, "08 - August", 9, "09 - September", 10, "10 - October", 11, "11 - November", "12 - December")

2. Quarter Formula: CASE( MONTH ( {!CloseDate} ) , 1, "Q1", 2, "Q1", 3, "Q1", 4, "Q2", 5, "Q2", 6, "Q2", 7, "Q3", 8, "Q3", 9, "Q3", "Q4")

Thanks

Lee

EricBEricB
The trick is that CreatedDate is actually a date/time field, not a date field.  You can convert it to a date field using the DATEVALUE function.

Try something like this:

MONTH ( DATEVALUE( CreatedDate ) )