- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Jan 10, 2024 05:14 AM
Hey everyone,
I have a question regarding second-level filtering.
In a classic CRM setup, I have a table that holds all my opportunities. I have another table that holds all my activities (say to do items that can be linked to opportunities in airtable) that contains a status field (to do, doing, done)
My goal is to display all opportunities that do not have a planned (planned = status is not done) activity linked to the record (every sales deal should have a next step planned. 100% stolen feature from pipedrive).
Any way to achieve that in the interface?
So far, I was able to half-achieve it by using the "when linked record field is empty" but that doesn't solve my problem since it would fail to highlight opportunities that have a linked activity marked as done, but not other activities linked.
