Airtable Contact Management (CRM) [Video]

Airtable Contact Management (CRM)

Struggling to keep track of your clients and contacts? This video will show you how to set up a simple and effective CRM system using Airtable.

In this video, you will learn:
• How to identify the data you need to track
• How to set up tables in Airtable
• How to link the tables together
• How to customize the tables for your specific needs
• Airtable is a powerful tool that can help you streamline your contact management and improve your sales process.

If you’re looking for a way to better organize your client and contact information, then this video is for you!

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Learn more here ⬇️

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Table of Contents 📖 ⬇️

0:00 What I cover
0:27 Understanding Your Contact Management Needs
2:27 Setting Up Your Airtable Base for CRM
2:36 Creating and Linking Tables: Clients, Contacts, and Interactions
3:51 Adding and Customizing Fields for Detailed Data
7:51 Expanding Your CRM with Interactions and Automation Ideas
11:40 Suggestions for Automating Contract Creation

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Software Tools (may contain affiliate links) ⬇️

Sign up using the links below!
Airtable – https://airtable.com/invite/r/J30Mmrmc
Relay – https://relay.app/zack
Make – https://www.make.com/en/register?pc=innerdev

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#zackstevenson #airtable #contactmanagement