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Oliver_Gatterma
4 - Data Explorer
4 - Data Explorer
since ‎Jun 29, 2022
‎Nov 29, 2022

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  • 4 Posts
  • 0 Solutions
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User Activity

Basic sales dashboard formulas

Nov 16, 2022
Hello all, I have a single base to use as my CRM. A tab for Leads and one for Opportunities. They each have their own statuses. Lead status has 8 steps. Opportunity status has 6 steps. What I am trying to achieve A formula counting how many records a...

Calculate FUP date based on string: Tomorrow, in 3 days

Oct 04, 2022
Hey all, 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 ...

Create record using same linked records from submitted form in a different table

Jun 29, 2022
Hello everyone, Context My base consists of: Leads Interactions Contacts Opportunities Tasks Leads are the main record, which can have everything else linked to it. I have built two forms: One for logging interactions and one for creating new tasks. ...
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