I’m very new to CRM’s. I’m not sure if I’ve set my workspace the most efficient way. I’ve created a folder ‘Clients’ and then have a board 'Contacts List" with seperate groups set up by industry they work in. I’ve also created a folder for my jobs ‘My Tasks’ and have set up a board that I would like anyone to refer to and see which contact I’m currently working with, who I have planned working with and people I have yet to contact. Is there a board template that can link the client from my contact list to my tasks board.
My intention was to be able to link the customer column to the contact list. I’ve just changed to title from ‘Members’ to ‘Customers’ but can only add people who are in my team. Hope this makes sense! HELP!!