This website uses Cookies. Click Accept to agree to our website's cookie use as described in our Privacy Policy. Click Preferences to customize your cookie settings.
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 ...
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 ...
