Custom objects and relationships
Video coming soon
Custom objects and relationships
Model the things your business actually tracks — bookings, properties, projects — as objects of your own.
What you will learn
When a spreadsheet tab wants to be an object
The signs that something deserves its own object: it has its own columns, its own lifecycle, and other records need to point at it.
Creating a custom object
Defining the object, choosing its attributes, and deciding which ones Winston should fill in from conversations.
Relating records to each other
Linking a booking to its guest and their company, so opening any one of them shows the others — no VLOOKUP required.