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Create a Simple Dashboard for Your Pipeline

Recently, I shared how you can build an automated process to document your payments as you receive them for your company. Accounting software is great at doing this already, but the part that it usually misses is its inherent lack at tracking the possible business that you have in your...

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A Quick (Must Have) for Every CRM

This recurring thing has been happening to me lately and it’s driving me mad. On multiple occasions in the past several months, businesses have taken time and money to market to me. Then, when I’m ready to buy, I hear nothing but crickets from them! Most recently, this occurred when...

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Organize Revenue with Automation and Airtable

Revenue. One of the most exciting words to business owners. It’s the fuel in our engines of change and the catalyst for a better life. Without revenue, every business would be little more than a shell of ideas and good intentions.

Why then do so many businesses neglect to pay attention to...

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Share Access to Limited Data – Introducing Airportal

A massive complaint that I hear from Airtable users is that they can’t grant partial access to their data. For example, imagine this case:

  1. A company has consultations with clients that are recorded
  2. Consultations are then shared with clients
  3. Clients want to see when they have another...
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How to Create a Custom UI in Airtable

A common limitation with Airtable is the lack of granularity in user permissions. Often, business owners tell me that they want to only share a table, or perhaps there’s a part of their base that they want to keep hidden from most of their employees. Unfortunately, there isn’t much...

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