AnsweredAssumed Answered

Customer relationships- count points of contacts

Question asked by paperspecs on Feb 15, 2017
Latest reply on Feb 20, 2017 by paperspecs

We currently use Filemaker for a variety of business needs but are

looking for it to help us track the number of contacts our salesperson

is making with our advertising leads per month. Ideally, this would have

a total number (ie 63 contacts) and then breakdown a list of those

contacted.  We already have systems for tracking sales, invoices, etc.


Is there a template or easy way to accomplish this?

I don't think we need a whole CRM setup.


Talk to me in the simpliest of terms, please!