How do you do it now? Do you look up company/name, or meeting first? Would love to learn more about your current workflow.
Dee Dee
•
Feb 6
Marc, when the sales team goes on trade shows they write notes on paper about the details the contact provides and the company they work for. So for example in Salesforce they create a sales initiative, and when they go to the show they get details such as contact name, account name and write the details under notes either in the contact record type or account. Hope this work flow helps
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Marc Tuinier
Feb 5
How do you do it now? Do you look up company/name, or meeting first? Would love to learn more about your current workflow.
Dee Dee
Feb 6
Marc, when the sales team goes on trade shows they write notes on paper about the details the contact provides and the company they work for. So for example in Salesforce they create a sales initiative, and when they go to the show they get details such as contact name, account name and write the details under notes either in the contact record type or account. Hope this work flow helps