I have a CRM base with a few tables for tracking leads, opportunities and those warm introductions to people I usually get.
I have created a table with default options to choose from:
And on my Leads table for instance, I would like to set when the next follow up should be, by choosing from this list. Based on the time I do it (now), Id like to output a date to follow up, which I can then use to schedule a formula running my follow up tasks in another table. In case I change it from 3 days to 7 days for instance, output date should update.
How to achieve that?
Thanks in advance!