Help

Upcoming database upgrades. to improve our reliability at 03:30 UTC on Feb. 25 / 7:30pm PT on Feb. 24. Some users may briefly experience slow load times or error messages. Learn more here

Import clients with some status automatically from one table to another

Topic Labels: Base design
Solved
Jump to Solution
576 2
cancel
Showing results for 
Search instead for 
Did you mean: 

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

1 Solution

Accepted Solutions

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:

See Solution in Thread

2 Replies 2

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:

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