Hi there
I am looking for a way to track the progress of contacts through a custom process.
Example:
I am running a pilot program for software, and to bring contacts onto the pilot I need to walk them through several steps (or phases) before they can enter the pilot then additional steps post pilot etc... I would like to set up the steps and be able to view which contacts are at which stage through the process in a single view (or report).
I thought "campaigns" may be the answer however I can't seem to see how I could make this work.
Can anyone throw some light on this for me?
Cheers
Brad