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!