Hello,
I realize there may be a similar question out there but had trouble finding exactly what I was looking for so I hope someone here can help!
I am looking to return the earliest stage based off of certain criteria. In the data, I have Account data for different accounts (Column C). In Column E I have the initial Stage Date, which is the first time the Stage was set for that account.
What I'm looking for: I'm looking for the first Stage that was set on the account. For example, "Dog" was a Customer -Lost stage and I want to show that on Column F in F5 and F6. I am able to gather the initial stage date and would like to use the initial stage date and account name to inform me what the initial stage was of the account.
I hope that helps. I have attached example data here.
Thanks so much!
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