Skip to main content

Hello!


I’ve been using Airtable for some months but now, I need to get deeper!


I have 3 tables.


Opportunities - hundreds of products


Customers - hundreds of them


Matching


Today, when a customer is interested in an opportunity, I fill a record within the customer line.


I would like to build a pipeline (kanban) with a unique that allows me to make a followup on every opportunity that matched with a client.


I’ve used automation that works fine when there’s only a match by opportunity. When there are more than one, no line is created.


You will find below an example of my current CRM.


Is possible to create a new id that represented every matched ?


Thanks for your help!


Be the first to reply!

Reply