Getting Started with Microsoft Loop for Sales

Question

Good Afternoon,

I've scoured the web and can't find the information I'm looking for in terms of getting setup to use Loop. The tool, on the surface, appears to be exactly what I need, but I'd like to see if I can get some more pointed feedback on how to setup my foundation in Loop for long term success. My work really breaks down into the following categories:

• Companies
• Clients - Associated with companies
• Sales Opportunities - Associated with a client and a company

I've created a workspace for "Companies", "Clients", and one for "Opportunities", but I'm not sure how to link all these together. Ideally I would have a template for each workspace for adding new Companies, Clients, and Opportunities to make the whole process simpler and everything would be cross referenceable.

To be a bit more specific, I have 4 immediate term questions:

1. Is the way I've setup my Loop ideal? i.e. a separate workspace for Companies, Clients, and Sales Opportunities? If not, what would you suggest for my work as a sales person?
2. How can I link these workspaces together? I'd like to have a table in my "Companies" page which lists all known Clients. The way I see this playing out is that I create a page in my Companies Workspace for "ABC Corp", then I go to my Clients Workspace and create Client 1, Client 2, and Client 3 as separate pages. How can I then have a dynamic table that updates in my Company page to show all the Clients I've added?
3. Is there a way to add a reference link, ideally from a selection box, where when I create a Client, I can associate them to a Company?
4. How do I create a template that I can use each time I want to add a new Company, Client, or Sales Opportunity?

Thank you in advance for any help you can provide!

Answer 1

Hi Christian and Happy New Year from the Microsoft Loop team. Thank you so much for your question! I think you are looking for tables in Loop to act like a relational database. We are not really quite there yet.

You can link between pages and workspaces but I think what I hear you asking for is to have separate tables of information for Companies, Clients and Sales Opportunities and then be able to have them link with each other ....is that correct?

As for the best place to get started on Microsoft Loop I highly recommend our You Tube training site as a great place to start. You can get to it here https://techcommunity.microsoft.com/blog/microsoft_365blog/now-on-demand--microsoft-loop-learning-series-six-webinars/4198296