CRM: Customer Records
Recordset Schema:
Title: Customer name
Email (Text field)
Phone (Text field)
Company (Text field)
Status (Single Select: Lead, Qualified, Customer, Churned)
Lifetime Value (Currency field)
Account Manager (User relationship)
Last Contact (Date field)
Notes (Long Text field)
Usage:
Track all customer interactions
Assign account managers
Monitor customer health
Link to related orders (via Shopify integration recordset)
Project Tracker
Recordset Schema:
Title: Project name
Description (Long Text)
Status (Single Select: Planning, In Progress, On Hold, Completed)
Priority (Rating 1-5)
Start Date (Date)
Due Date (Date)
Budget (Currency)
Project Manager (User relationship)
Client (Record relationship to Customer recordset)
Attachments (File field for proposals, contracts)
Usage:
Track all active projects
Monitor deadlines
Assign ownership
Store project documents
Link to client records
Content Calendar
Recordset Schema:
Title: Content piece title
Type (Single Select: Blog, Video, Social Post, Email)
Status (Single Select: Idea, Draft, Review, Scheduled, Published)
Publish Date (Date & Time)
Platform (Multi Select: Website, Instagram, Facebook, LinkedIn)
Author (User relationship)
Topic Tags (Multi Select: Product Launch, How-To, Case Study)
Draft Attachment (File field)
Usage:
Plan content across channels
Assign writers and editors
Track publication schedule
Organize by topic and platform
Product Launch Checklist
Recordset Schema:
Title: Task name
Category (Single Select: Product, Marketing, Sales, Support)
Status (Checkbox: Complete/Incomplete)
Owner (User relationship)
Due Date (Date)
Priority (Rating 1-5)
Dependencies (Record relationship to other tasks)
Notes (Long Text)
Usage:
Track launch tasks
Assign responsibilities
Monitor dependencies
Ensure nothing is missed