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
Creating CRM in Appsheet Part 1
In the realm of business, efficiently managing customer relationships is paramount. AppSheet provides a robust platform for creating a custom CRM system tailored to your unique needs. This tutorial kicks off our series by guiding you through the initial steps: designing your database, implementing key features, and leveraging custom expressions. The first step in creating your CRM is to design a comprehensive Contacts table. Essential fields to include are: ContactID: A unique identifier for each contact. Name: The full name of the contact. Email: The contact's email address. Phone: The contact's phone number. Additional
