Context: Sales Reps are picking the wrong product when creating renewal Opportunities.
End Goal: Find renewal Opps where ‘Product ID’ and ‘Previous Product ID’ don’t match. Column ‘Renewing correct Product’ (G1 = C1).
Problem: I can’t figure out how to pull in the previous opportunity product. I created an ‘Account ID & Product ID concat’ column and tried to do a lookup off that field on a dynamic table sorted ‘Start Date’ (Newest - Oldest) and ‘Start Date’ < ‘Start Date’.
in my data column ‘Previous product’ is what I’m trying to populate
Yes multiple renewals is possible (Renewing a renewal)
I don’t care that previous product for ‘type = New Business’ will always be blank because I’ll filter those out