Tess - profile

Tess · Jun 21, 2019

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 t...

Tess · Jun 29, 2019

Hi Nathalie, thanks! One more question…I want the contacts table to be the main ‘entry’ table with everything else pulling from it. I’m wanting to be able to invite the same contacts to multiple events and neatly keep track of a history of the even...

Tess · Jun 22, 2019

Thanks so much, Nathalie! In this process, how do you keep track of who you invited to which event? Also, I need to track the dates of the invites and a bunch of follow up items, such as tracking the last date of contact, food preferences, next steps...

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Tracking invitations/responses for multiple events with small portions of client list

Re: Tracking invitations/responses for multiple events with small portions of client list

Re: Tracking invitations/responses for multiple events with small portions of client list