Creating CRM in Appsheet Part 3
In the final installment of our series on building a CRM with AppSheet, we focus on a cornerstone of any CRM system: the Sales Data. This tutorial will guide you through setting up a comprehensive sales data table, automating key calculations, and effectively linking sales to specific products. By the end of this post, you'll be equipped to maximize your CRM's potential in managing, tracking, and analyzing sales activities. A well-structured SalesData table is essential for tracking each sale's details. Your table should include fields such as SaleID, Date of Sale, ProductID, Quantity Sold,
Creating CRM in Appsheet Part 2
In the second installment of our series on creating a CRM in AppSheet, we explore the steps to effectively manage your sales team and customer opportunities. This guide will provide you with the knowledge to set up a robust system that tracks sales progress and prioritizes leads, ensuring your team focuses their efforts where it counts. Creating the SalesTeam Table The foundation of managing your sales team in AppSheet begins with the SalesTeam table. This table should include all necessary information about your sales personnel, such as: Salesperson ID: Unique identifier for each team
