How to Use Airtable as a CRM
Airtable is equipped with tools and templates that you can use to create a CRM. Here’s a quick guide on how to do it:
- Navigate to the left-side panel, then click 'Templates and Apps'.
- Click on the search bar afterwards and type 'CRM'.
- Browse the library and then choose the CRM template you prefer to use.
- After that, tap 'Try This Template' to proceed.
- Choose a specific Airtable workspace where you wish to save the CRM and then click 'Create' afterwards.
- Explore the selected CRM template and replace the fillers in each field with the real information from your actual records.
- After finalizing the records, tap 'Share' on the top menu bar to give your team members access to the CRM.