Understanding Lookup Fields in CRM What are Lookup Fields? Lookup fields in a CRM system are pretty essential. They allow users to connect related records seamlessly. Imagine if you’re entering data for a contact and you want to link it to a specific company. That’s where a lookup field shines! It provides a simple dropdown, […]
Understanding Lookup Fields in CRM What Are Lookup Fields? Let’s start by breaking down what a lookup field is. In CRM systems, lookup fields are like reference points that allow you to link records together. For example, in a sales CRM, you might have a lookup field for selecting a customer while entering a new
Understand Your CRM Structure Know Your Lookup Field Before diving into the nitty-gritty of adding entities, it’s crucial to understand the structure of your CRM. Lookups are like links to other records, right? They’re designed to help us establish relationships between different entities. For example, if you’re dealing with a sales opportunity, the lookup field