In the module Leads we use the fields "First touchpoint" and "Source" to register where we first met our lead. Touchpoint can be e.g. LinkedIn, Facebook, Website. Source can be an event like a fair.
When the lead becomes a contact (converted lead), we want to add more touchpoints and sources. Finally, when the lead becomes a customer, we want to be able to create an overview of touchpoints where we met our contact/customer.
At the moment, we need to use the custom module "Contact moments" to create records for each time we met the contact. We then have to fill in several fields. This is work intensively.
Does anyone recognise this issue and how do other people solve this in CRM?