I started to try a few things in SmackDab but ran into some snags so I figured I'd ask the question here if its possible.
We've had difficulty tracking job status, lead status, deal status, etc. I started working with Notion toward the beginning of the year and its pretty powerful. I have a customer database where client notes live and then I have several properties for things like project status, scheduling, what techs are needed, etc. I'm going to attach a small portion of the database to give you an idea. The nice thing is I can view this data in any number of ways. I think SmackDab is supposed to, or is going to, allow basically the same thing but I wanted to be sure. My goal is to get away from Notion for this and do it natively in SmackDab.
Can there be a view on the dashboard for example that pulls from various places? I see I can make a Kanban view in Deals for example, and another in Contacts, etc. What I'd like is to see the "master list" of active deals, projects, service jobs, etc something similar to my image where every row is a client.
I haven't been diving too deep in SmackDab since I'm waiting on the relaunch and a little guidance in best practice setup and frankly time has been a hard thing to come by recently.
