Help

How to link columns

Topic Labels: Formulas
529 1
cancel
Showing results for 
Search instead for 
Did you mean: 
zoe_povoa
4 - Data Explorer
4 - Data Explorer

Hello,
I as making a Base and there are 4 sheets. Is there something i can to for some of the columns of the sheets be linked?
Example: We made a CRM about out clients. In one of the sheets are all the oportunities and who of our Hunter Team brought this oportunity. Then, we made a Sheet that tells us more about the client (website etc). I would like to link the Hunter in both sheets for that same name of client.

1 Reply 1
Cherry_Yang2
7 - App Architect
7 - App Architect

Hi @zoe_povoa,

Here’s a couple of videos that explain how you should set up the linking within your CRM. After you’ve done that, you can keep watching the rest of the Youtube series on how to build out your CRM.

#1 Airtable CRM for Killer Sales Teams - Contacts Table https://youtu.be/1qJZvdOY01g
#2 Airtable CRM for Killer Sales Teams - Company Table https://youtu.be/SOs3qD2_Jxs

Good luck!!

Cherry @ AirOps Consulting :rocket: