Hello community!
I need some guidance on this task.
I have a board with all my clients information, such as address, contacts, etc.
And I have another connected board where my salespeople will update using a Monday Forms everytime they visit these clients…
I need to create an view where I can see the total of clients my sales team have, a view to tall how many clients they have visited within a month and last but not least, how many are left to be visited and which one aren’t visited yet.
The first views I was able to create…but the last view requested I don’t know how to conect the two boards to show me…
I was trying to create a mirror column between them with the “last visit” wich wil be a date column…would this do the trick?
Any Ideas?
