Converting prospects to leads (moving records across tables)


#1

I love how Salesforce allows you to hit a button to “convert” a lead into an opportunity (or something like that).

I have thousands of prospective students subscribed to my newsletter. I want to add those to Airtable in it’s own table.

I have another table for prospective students and enrolled students. After someone on the newsletter decided to fill out a school application they become a prospective student.

I would love a seamless way to move a record from one table to the other. Copy/paste feels a bit clunky and error prone. Any other suggestions?


#2

I’d have just one table for PEOPLE and a column that indicates prospect, enrolled or what.