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Regarding CRM activities

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AbdulHaq_A_S
4 - Data Explorer
4 - Data Explorer

Hi
i would like to know how to use this for field sales purpose entering the daily calls and activities. How to start ? is it through Contacts first or Opportunities ?

1 Reply 1

Hey there! Great question, and I know it can always be a bit daunting when you are starting out. I’d recommend taking a look at Airtable Universe to get some inspiration - That’s where I started off.

Here’s an example of a base that might be a good starting point:

Hope that helps!