Hey AT community. I downloaded the “Sales CRM” template and created an account (a potential customer), but I am not able to see it in Interactions, so I cannot add any interactions. https://airtable.com/appIirQcIOaiJSq0w/tblpZMgRZq8MVJaGi/viwSC4OGJxNSvEex2?blocks=hide. The account I have added is SunRise, if you are able to see it in the link I have provided. Can you please help with this? Thanks.
In this table Accounts don’t link directly to Interactions, only Opportunities and Contacts do.
While you created a Sunrise Account, Opportunity, and Contacts, you haven’t added a linked interaction record so it doesn’t exist in that table. You can add an interaction record through either the Opportunity table (click in the empty interactions column and add a new record that way) or create a new Interaction with + Add in the actual Interactions table, linking the Sunrise opportunity record.
Viola, it worked, through the Opportunity table (click in the empty interactions column and add a new record that way). I did not find the need to try the other way. Many thanks. Appreciate it very much.
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