I don’t have a sales background and I’m thinking this must exist already and I am probably reinventing the wheel. . . I need my table to track when and how I contacted each prospect so that I can see at a glance when I have made contact with someone,...
Great suggestions all around - thank you. I had been working with something that looks like Steven Hambleton’s suggestion - and then I added a “link” column called "interactions"
with links in each field to individual Google Docs for each prospect wh...
I also support this idea - especially for date fields - I have a number of venues that I track which book me for several event dates each year and I don’t want several columns for dates, nor do I want to have an entire separate table of dates, and I ...
