Hi all,
I am new to Airtable and using Airtable as a CRM and Transaction Manager (Started with the RE Transacting Mngmt Base Template). I am wanting a “Lead” automatically switch to a “Client” in ‘Single Select’ when I link to a transaction. I am also having trouble having Client Database automatically update with Transaction information when I select the client in a Linked Field in the “Transaction” record. Is there any way to accomplish either or both in Airtable. Thank you in advance for any help.