Hi Katherine - finally sat down to create the new database using your suggestions.
I think I need to brush up or learn more basic skills than even what I’m asking.
So I created a base with Prospects table, a Reachout table, and a Follow Up table (which may not or may not be needed, not sure).
Here are some questions that maybe would shed some light into what I need to learn (maybe books I can read on the subject?)
I sit down to my Prospects table and decide I am going to do a mass email to 250 records (I am thinking I would need a custom View that shows me all records with email address)
I then export those 250 records into my mail merge program
I then need to record into the Reachout Table that I sent an email on that date to those records.
How do I get those 250 records (or whichever #) into the Reachout table? Is it a copy/paste of those records?
Then I decide that I am going to call some of the Prospects in the Prospects table with do not have an email address (so I would need a custom View for this right?/)
Same question - Do I copy those records and paste them into the Reachout table?
In between I’ll need to figure out ways to record what’s happened - who responded and how, and when, and notes, etc.
But like now, how do I accurately know where I “left” off in my Prospects Table? (never contacted yet) - so I can start the whole process again the next time I want to reach out to the next “set” of people?
Sorry if this is sounding discombobulated and confusing - like I said I feel like I am missing a chunk of what needs to happen before even the questions I asked.