Publishing the CRM Template

Many of my blog posts up to this point have centered around creating a CRM Template on Airtable. You can see all of my posts related to this template at https://scotthemmeter.com/tag/crm-template/. I have published this base onto the Airtable Universe site. You can find it at https://www.airtable.com/universe/expgN0YhrOxu9Nupm/crm-template-smb. I would love to hear your feedback. Please … Continue reading Publishing the CRM Template

Quick Method to Setup Single Select & Multi Select Field Value Lists

When configuring Airtable, one of the tedious things to setup are large value lists for "Multiple select" or "Single select" fields. When configuring these fields, you need to manually add all of the possible values for the field. For a field like Status below, it's pretty easy. What if you want to have a field … Continue reading Quick Method to Setup Single Select & Multi Select Field Value Lists

Airtable: Creating a CRM (Part 4) – Convert the Web Lead

This is part of a multi-part series on creating a CRM in Airtable. In our previous posts in this series, we started our base with a data model of Organizations, Contacts, and Interactions, then followed that up by adding a Web Leads table and a web form for capturing those leads on our website, and … Continue reading Airtable: Creating a CRM (Part 4) – Convert the Web Lead