5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎May 19, 2020
‎Nov 29, 2022

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  • 6 Posts
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  • 2 Kudos given
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Hi all! I know that I cannot currently link two bases, and I also cannot currently limit permissions within a base to show users specific data, so I’m trying to find a workaround to my problem and am stuck. I have a CRM built for our sales associates...
Hi! I’m trying to set up a CRM for some of our sales people and I’d like to auto-populate a ‘next step’ due date based on the selection they make for their ‘next step’. For example, if they select their next step as ‘Send follow-up email’, I want the...
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