![]() Touch (integer number) – a serial number for interaction cycle.Prospect (partners) – a linked record to the People table with a limit records selection to ‘Partners’ view.Date (date) – It is an interaction date. ![]() This table that will be your tracker doesn’t need to have many fields, in our example they are: In simple words you have a Contact list set already, so let’s move onto the next step: Tracking interactions (touches) with your Airtable CRMĬreate a new table in your base, name it whatever you want, I’ll use ‘ CRM‘ as an example: CRM is a related field that system will generate automatically once we done with part II.Email (email field) – an email of the contact/company (if any). ![]()
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