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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...
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 ...
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. ...
Hey Adam,
As for the first point, the Number in the interface designer allows me to show the total amount of records, and there are some filtering options. How would I get it to only show me the records that are relevant in that month?
I.e I may have...
