Jul 11, 2016 09:51 AM
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?
Jul 12, 2016 09:56 AM
I’d have just one table for PEOPLE and a column that indicates prospect, enrolled or what.
Aug 21, 2020 03:43 PM
Oct 13, 2020 08:10 AM
Looks like Airtable doesn’t have an out-of-the-box flow process for a single record to move it to another table, but there are extensions that can do that with some configuration. It’s sort of a different functionality than what a database or spreadsheet implies.
I think the use case of prospect conversion to leads is valid to justify moving records from table to table. There’s a reason Salesforce does it. Prospects are insanely noisier than leads and you’re better off not even having them if they’re duds and they become a hindrance. So the advice of keeping the junk with the gold in the same bucket works fine at a small scale but I don’t think it’s the most elegant solution. Perhaps there’s no elegant solution.