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I have two tables: 'Booked calls' and then 'CRM'.We are an agency that books calls on behalf of our clients. My booked calls are captured by webhook and linked to various other tables with KPIs. But now I want to build a CRM table for different clien...
Hello - I have a table for 'Booked Calls'. New entries come in when a call is scheduled and when the call time is passed an email goes to our client asking for feedback. The feedback is creating a new record and not updating the current records. I've...
Hello - I'm trying to create a table with my KPIs that combines 'campaigns' and 'clients' into a monthly view that sums up the total of all the campaign KPIs for that month separated by clients.I've recorded a Loom that hopefully gives the needed con...