Hi
I'm trying to identify how to use Zoho CRM Professional edition to... 'Check in an ACCOUNT and CONTACT to regular meetings.'
Here's the scenario...
- I have 15 meetings that repeat every 2 weeks that an ACCOUNT or CONTACT should attend.
- I already know which ACCOUNT and CONTACT should attend each meeting.
- I want to mass register specific ACCOUNT or CONTACTS to a meeting for 12 months
- At each meeting I want to check the ACCOUNT and CONTACT in as either 'Attended', 'Holiday', 'Apologies' or 'No Show'
Any thoughts appreciated.