CRM Template

This base is being 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 and support transactions. 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/.