Newbie question: I’m wanting to create my first app (Sales/CRM). I have data but I also want to be able to update the “record” as well as make notes for each contact.
I may also need to do an order capture but that may end up being primarily paper-based.
Questions:
How do I structure the initial data file? (Leave empty columns for the input? Add the empty columns at the end? New sheet? If new sheet, how do I match records?)
If I’m wanting to add pictures, Is that also a separate sheet?
TIA
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