Import clients with some status automatically from one table to another

[Alexia_LafitaU]

I would like to be able to automatically import contacts with the status “closed-won” into a sales tracking table.
Example: I have a travel agency, so when a prospect goes into “closed-won” status, I have to do a different follow-up (hotel reservations, excursions, etc).

I’d like the contact to be automatically transferred to the customer follow-up file when it is in the prospect file.

I’m a novice on the platform, thank you very much for your help.
Beautiful day.
Alexia

[Justin_Barrett · Accepted solution]

Welcome to the community, @Alexia_LafitaU! :grinning_face_with_big_eyes: Instead of moving these “closed-won” contacts into a new table, I suggest creating a new view on your current table. Views are a great way to see specific subsets of a table’s records, without needing to make a new table. In this case, you just want to have a focused look at those contacts with that specific status.

Click on the name of your current view (near the top-left corner of the record list) and choose “Grid” from the “Add a view” options that appear near the bottom. That will make a new view showing all of the same records. Now add a filter that only shows records with “closed-won” in the status field.

You can read more about views and filters here if it will help:

Airtable - Support

Guide to views

This article provides an overview of views within Airtable—what they are, why they're important, and how to make new ones. This article is primarily focused on grid views—to learn more about our ot...

Airtable - Support

Guide to filters and record visibility

One of the core features of views is the ability to filter records according to particular criteria (rows, in grid views). When a record is filtered, it is not deleted—it's just hidden from the par...

[Alexia_LafitaU]

Justin_Barrett:

nstead of moving these “closed-won” contacts into a new table, I suggest creating a new view on your current table. Views are a great way to see specific subsets of a table’s records, without needing to make a new table. In this case, you just want to have a focused look at those contacts with that specific status.

Click on the name of your current view (near the top-left corner of the record list) and choose “Grid” from the “Add a view” options that appear near the bottom. That will make a new view showing all of the same records. Now add a filter that only shows records with “closed-won” in the status field.

You can read more about views and filters here if it will help:

Thank you so much @Justin_Barrett for taking time to answer me.
I created some views , and you’re right, it’s a very good way to address this problem.

Have a very nice day.
Alexia