This base is built out as the primary CRM for a SMB organization. It is intended to be the primary base for prospects, customers, and their related sales transactions.
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This base was created by Scott Hemmeter and you can read the blog series on creating this template at https://scotthemmeter.com/tag/crm-template.
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If you are interested in getting in touch with Scott, please contact him at https://scotthemmeter.com/contact/. Scott would love your feedback on this base or anything else related to his site or Airtable. Please don't hesitate to reach out.
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Additional Notes:
There is a Script used behind a Button Field on Web Leads called "Convert Lead". The script is documented at https://scotthemmeter.com/2021/09/30/airtable-creating-a-crm-part-4-convert-the-web-lead. The script may not have made it to this base through the Airtable Universe.
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There are also 2 Automations that were created as part of this base, but may not have made it into the Universe template.
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