I have a customer CRM base, and a Contacts table for all contacts.
There are a handful of forms I’m using (hubspot, google forms, FB ads, etc) to collect new leads/contacts.
Do you find it better/cleaner/more useful to Zapier that data dire...
I’m building a CRM base. We offer multiple products with different pipeline journeys for each product.
End goal is to be able to select/add a specific journey (pipeline) to a contact record (in a “pipelines” field of Table-1) and when a speci...
Here’s where I’m trying to get:
A business contacts CRM that is both a DB of all contacts, contact-specific files & links, and also has multiple “pipelines” for each contact.
The core consideration is this:
Contacts can originate from multipl...
Thanks for chiming in!
The first half of that makes sense, and I’ve easily filtered the grid by pipeline into narrower ranges.
My question is now about each of the sales journeys for each SEPARATE pipeline. Each is different.
SO… Is it better to crea...