How do people track seeing contacts at events?

emmac
emmac Member Posts: 2
edited September 2023 in Sales CRM #1

Any clever ways to do this? Would like to be able to flag people who are going to be at an event and when i've reached out to them/met them. Do you set up deal pipelines or other clever way?

Comments

  • My initial thought is to create a multi selection field in person details and use that for various tags for random things associated with the contacts. I suggest doing it this way to keep the number of fields to a minimum. I don't think you would want to create a new field for all the different events you attended or specific details about the contact.