I’m struggling and have spent hours trying to sort out the best way to track invites, responses, and follow up tasks when I am only inviting a small number of people on my client list.
I’ve tried several different ways, but can’t sort out how to do this for only a portion of the list being invited to different events.
Alumni event in October (only specific alumni invited) - invites, responses, task follow up
Women’s event in November (20% of women invited)
Breakfasts in July (mix of people invited)
I have a table for:
I’m stuck on figuring out how to tie an invite to a specific event while linking to the contact name. I’d like to track the individuals invited to each event, along with their response, and a list of follow up items. Then, I’d like to see ALL of the events each individual has been invited to, attended, along with the last dates of contact.
I’m really stuck. Appreciate help. Thanks.