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Moving raw prospect data to a Contact list to a client list

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Linda_June
4 - Data Explorer
4 - Data Explorer

I’m a freelance writer. Here’s my overall goal for Airtable:
Collect raw data by which to cold contact companies >
Make contact with said companies and move data to a Contact list >
Work contact list until a contact becomes a client >
Store dynamic information on all client activity such as first and subsequent project briefings and timelines; planned delivery dates; payments and all that jazz.

I want to be able to reference raw data from the prospecting list across all tables as they narrow down from uncontacted Prospect to Contacted to Client. I was hoping to set the actions so that all the raw information in a single Prospect record could be linked or maybe automatically transferred to the Contact list once the “Status” field is updated to “Contacted”. Then, once a single contact record is updated to “Client” by check box field, it would transfer to the Client list without dragging all the raw data with it, just keeping linked to it. Does this make sense? If this is possible, how should I go about it?

Thank you!

1 Solution

Accepted Solutions
gwynn_kruger
6 - Interface Innovator
6 - Interface Innovator

Hi Linda,

I would create a table to track your list of Contacts and their corresponding Pipeline Stage:

image

Then create multiple views that filter based on the Pipeline Stage:

image

This is an example of an Uncontacted Prospects view:

image

Keep track of your Notes in a different table that links to your Contacts table:

image

Same with Dates:

image

And Payments:

image

What do you think? Will that work?

Cheers,
Gwynn

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2 Replies 2
gwynn_kruger
6 - Interface Innovator
6 - Interface Innovator

Hi Linda,

I would create a table to track your list of Contacts and their corresponding Pipeline Stage:

image

Then create multiple views that filter based on the Pipeline Stage:

image

This is an example of an Uncontacted Prospects view:

image

Keep track of your Notes in a different table that links to your Contacts table:

image

Same with Dates:

image

And Payments:

image

What do you think? Will that work?

Cheers,
Gwynn

Linda_June
4 - Data Explorer
4 - Data Explorer

Yes, Gwynn, I think you broke through my mental block. Thank you!