Hi
i would like to know how to use this for field sales purpose entering the daily calls and activities. How to start ? is it through Contacts first or Opportunities ?
Regarding CRM activities
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Hey there! Great question, and I know it can always be a bit daunting when you are starting out. I’d recommend taking a look at Airtable Universe to get some inspiration - That’s where I started off.
Here’s an example of a base that might be a good starting point:
Hope that helps!
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