I'm trying to run an exclusion SQL across a list I have. I have three separate brands in this list with customers that can sit across 2 or 3 of these. I want to remove customer and their opps completely from the list if they reach two criteria's.
An example of what the list looks like (with relevant fields) is below. https://docs.google.com/spreadsheets/d/1GKbmXediDU1JCyUkUT7Hh5bmo0E1vxGaIGrdEYw99hc/edit?usp=sharing
I want to exclude any customer from the list if:
a) their Status is marked as either "COMPLETED" or "DONE" OR b) their Account Stage is marked as "NONE"
In the example provided there should only be 4 customer opps returned for the email "[email protected]" as...
[email protected] - has an oppt with DONE
should_no[email protected] - has an oppt with Account Stage of "NONE"
Hope this makes sense!