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Hello Airtable community! Our team has recently transitioned our CRM system to Airtable and configured a dashboard for straightforward reporting to our leadership.In our setup, we have a "Status" column that includes several choices. I've arranged a ...
@TheTimeSavingCo "You could do this with an automation that triggers whenever the 'Status' field gets updated, and its action would be to create a new record in this summary table that would log the lead itself as well as the status it got changed to...
@TheTimeSavingCo That sounds hella complicated I have the months column, but I use it to track when the lead appeared in our CRM. The status in my case is not related to the month, for me, it is more important to track what is the conversion rate f...
