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. ...