Technical question: how to manage sales process

AppSheet AppSheet Q&A
1

Dear Community.

I would like to manage sales processes, I write the few base steps, and Im find how I can create miniapp, which function to use. Please write your tips.

When select a customer from table, we have 3 steps in process:
1st step: call customer, talking about things, and ask for cooperation (Y/N).
2nd step: if answer is Y, we send mail to customer (if answer is N, we must write note, process end)
3rd step: next working day we call back this customer, talking about mail (process end)

So I would not know, how I can manage this steps per customer. The things what Im experimenting, that is parent-child formation to customer table. I not know, how I can make a view where I look every jobs what I not finish, groupped by date, sorting by customer name (I think any calendar-style view to clean looks).

Please write me your ideas for technical solving for managing process and view.
If you have question, please write here.

Thanks:
Thomas

2

I would use something like..

AleksiAlkio_1-1718620373888.png
AleksiAlkio_1-1718620373888.png850Ă—1224 52.9 KB

  • The 1st action adds a new row to the Events table and opens the default phone app with the customer’s phone number
  • The second action adds again a new row to Events table and sends an email
  • The 3rd action shows you all events that belongs to this customer
  • With the 4th action you can set the status
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