Hi all - wondering if anyone can help because I’m struggling!
I used Airtable to track customers and business opportunities through two linked tables. Within business opportunities, each potential deal is categorised to a stage (via single select) - either Early Lead, Qualified Lead, Proposal Submitted, Pitching, Closed - Won or Closed - Lost).
I can link the tables so that ALL opportunities are attached together, but what I would ideally like is to have a section / field in the Customer record for Current Opportunties (Stage = Lead / Qualified / Proposal Submitted) and Past Opportunties (Stage = Closed - Won or Closed - Lost).
I understand that I could link automatically and filter the possible selections based on the Stage but what I want is for that categorisation to happen automatically.
Any ideas? I’ve tried (and failed) to come up with an automation to do it!
Hanna
