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
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!