Skip to main content

I am building a CRM to track touches with individual contacts. While I have figured out how to set up a reminder to reach out to contact a certain amount of time after their most recent meeting, I am trying to figure out the best way to track/record all past meetings for that contact. I have it all on a spreadsheet right now to import but am struggling to figure out the best way to set up that data. Any suggestions?

Thanks! 

Ariel

For your purposes, I would probably have two tables: Contacts and Meetings. So, you import all of your meetings (for all contacts, not just one person) into the Meetings table and link them to the Contact in question.

You can see an example of a CRM in action in Airtable Universe:
https://www.airtable.com/universe/exprEcomX44bnPNmu/personal-crm

You may also find this help document on database structure (vs spreadsheets) helpful, since it has diagrams of how different types of data fit together:
https://support.airtable.com/docs/understanding-many-to-many-links-in-airtable

Reply


Terms & Conditions