I am currently using Coda as my CRM (customer relationship management) system.
I have the usual fields like name, company, phone, email, url, and a follow-up date. I filter the list by due date so I can see which clients to follow-up with.
Other CRMs I have used would let me schedule something like a Follow-up date/then follow-up topic such as Sept 7, 2023 - Contact about Sept workshop.
How might I set something like this up in Coda?