Need Help -> Tracking Event Participation
I'm looking for a simple solution (ideally, built-in to Pipedrive) to keep track of who is participating in what events our company hosts and/or attends. Any recommendations?
Here's one idea/concept we're exploring:
- Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that reflect our event management process. (Inviting, Attending, Following Up, etc.)
- Create one deal for each event in the "Events Tracking" pipeline.
- Associate each contact to that Event Tracking deal, MAYBE by using a few custom activity codes that reflect the participation level of that contact. (Invited, Attended, etc.)
I'm not positive this is the right/best approach, but don't want to do this in a spreadsheet! Thus, any recommendations or ideas would be appreciated.