Skip to main content

Regarding CRM activities

  • April 19, 2020
  • 1 reply
  • 2 views

Hi
i would like to know how to use this for field sales purpose entering the daily calls and activities. How to start ? is it through Contacts first or Opportunities ?

Forum|alt.badge.img+19

Hey there! Great question, and I know it can always be a bit daunting when you are starting out. I’d recommend taking a look at Airtable Universe to get some inspiration - That’s where I started off.

Here’s an example of a base that might be a good starting point:

Hope that helps!


Reply