How to create imported separate client lists (new to Twenty)
Hello! New to Twenty, trying to figure out how to use it. I have client lists in google sheets that I want my team to be able to acess for making sales calls. In sheets they are sorted by industry. So I have a separate sheets document for each industry, with tabs for each city nearby. With standard columns like company name, website, number, status, notes, etc. I want to import these lists into Twenty and have them organized in different lists, as it is now, sorted by industry and possibly also sorted by location. I've tried to import lists and create new views but it seems as if all the imported companies go into all of the views, same as if they all were "all companies". I can't seem to figure out how to create separate lists.
I have tried to do options -> group -> and create a field with company type. But I dont know how to then import into a centrain group or assign a group to many companies at once?
Helpful for any help on this and how to structure it in a good way so that I can assign the lists to different member in my team.
Also - I have added a field for "Status", where my team members can pick different statuses form a list such as "no answer call again", "answered but not interested" or "booked meeting" etc. I would love to be able to connect these to the opportunities kanban list/ view. So that each company that is assigned a status that means that its a potentiel client goes into the kanban list/view in opportunities and can be handled further and also used to calculate pipelines on dashboard etc.
I hope what I am saying makes sense. I ask for grace please. I am new to this app.
Thank you so much in advance for any help!
Viktor
I have tried to do options -> group -> and create a field with company type. But I dont know how to then import into a centrain group or assign a group to many companies at once?
Helpful for any help on this and how to structure it in a good way so that I can assign the lists to different member in my team.
Also - I have added a field for "Status", where my team members can pick different statuses form a list such as "no answer call again", "answered but not interested" or "booked meeting" etc. I would love to be able to connect these to the opportunities kanban list/ view. So that each company that is assigned a status that means that its a potentiel client goes into the kanban list/view in opportunities and can be handled further and also used to calculate pipelines on dashboard etc.
I hope what I am saying makes sense. I ask for grace please. I am new to this app.
Thank you so much in advance for any help!
Viktor
