I have a CRM app that tracks customers' progress in a sales pipeline (e.g., research, interested, objections, signed). Every time the salesperson changes the pipeline status, a log entry is created in a separate app using GlobiFlow.
This log app needs a view that shows the pipeline stages a particular customer has passed through, based on if they are in a particular pipeline status currently.
For example, today CustomerX was updated to have a pipeline status of Signed. But, if I filter my Podio view by date I will only see the Signed log entry--not the previous log entries when the customer was in Research, Interested, etc. I need the view to show the Signed log entry *and* the log entries previous to that entry. In a typical RDBMS, I would create a query something like this:
select O.customer, O.LogDate, O.Status
from StatusLog O
where O.customer in (
from StatusLog I
where I.LogDate = TODAY()
and O.Status = 'Signed'
To those wise in the ways of Podio, thanks in advance!
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