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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 ar...
Hi Scott,
This is extremely helpful! I can see now how keeping all the data in one table with different views could solve my problem.
Thanks so much.
Anya
Hi Scott,
Thank you for this thoughtful reply!
I also noticed in one of the Template bases a solution that created a new table that included a link to the equivalent of the Deals table, and I guess you just manually select those deals that are applic...