Multi Select Field containing:
Prospect - Fund Admin
Prospect - Cap Table
Prospect - LP
Prospect - Loan Operations
Client - Fund Admin
Client - Cap Table
Client - LP
Client - Loan Operations
Churned - Fund Admin
Churned - Cap Table
Churned - LP
Churned - Loan Operations
And if it makes sense, add these:
Not Applicable- Fund Admin
Not Applicable- Cap Table
Not Applicable- LP
Not Applicable- Loan Operations
You should have a deal for each of the instances above, if they win, you'd have a trigger updating the multi-select field. If they churn, which I think would be captured on the Opportunity*, you would show the churn date there. Or you could set up a Custom Object but that feels like overkill unless you need to capture information that is not found on the Opportunity*.
