Best Practices for tracking client activities
We have individual contacts who attend our various trainings and events, and we'd like to be able to show the history of attendance on the client record. What's the best way to do this?
We're not using Zoho CRM for event registration or anything, so would we create a bunch of events and then attach individual contacts to them? Could all of this be handled with an import of some kind?
Curious about the workflow for others in similar positions.