ArielK - profile

ArielK · Mar 21, 2023

I am building a CRM to track touches with individual contacts. While I have figured out how to set up a reminder to reach out to contact a certain amount of time after their most recent meeting, I am trying to figure out the best way to track/record ...

ArielK · Jul 31, 2023

I have a similar set up with my airtable (also for a crm). I am curious of the best way to link the multiple meetings with each contact to their primary contact so John Doe has one record on the contact tab, but 5 records on the meetings tab. How do ...

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Tracking all meetings with a single contact

Re: Pulling only the most recent date when a record has multiple dates linked to it