I am building a CRM database. There is a table in my database called Deals that contains a multiple select field called Deal Stage. One of the options in that field is called Closed Won. Those are deals for which we have a signed term sheet and are going to provide a loan.
I want to create a new table called Loans where I list details for each of the loans we have made to that subset of Deals for which we Closed Won. For the primary field in the Loan table, I would like to create a formula that looks up the name of the deals in the Deals table and only finds those ones that have the status Closed Won in the Deal Stage field.
I would be so extremely grateful for help me with this.