Hi – looking for some ideas on how to better handle this situation. Currently when we attend trade shows, our RAMs will log meetings at the end of each day (or potentially during the day) with a descriptive around what was discussed with each contact. These are all existing Contacts. We rely on each RAM to type in the correct keyword (ie, VAI 2026) so I can pull reporting on feedback from a show. We are wanting to see the opportunites that are identified at each meeting amongst other info. I’m looking for a foolproof way to ensure the meetings are logged against the correct trade show. Logged Meetings can’t be customised can they, to add a drop-down so the RAM can select the Trade Show they are attending, rather than relying on them to use the correct keyword each time? Or is there a better way to do this other than using Log Meeting? Thanks 🙂
Logging meetings from a Trade Show
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