Your customer list already exists, with the names and statuses you invented. There is no reason to build it again.
What comes in
Customers, leads and deals — including the structure and names you already built.
- Airtable
What it gives you
Your vocabulary survives. A status you named yourself keeps that name.
Three things you can do once it is connected
Join a lead to its conversations
The lead in your spreadsheet connects to the conversations that actually happened, with nothing copied by hand.
Run sales in one place
Opportunities move onto a board you can drag, with the same stages you already work with.
Ask questions that join things up
„Which leads from this month never got an answer?” — one question across the spreadsheet and the conversations together.