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What is the best way to track leads that you met at a specific event?

LaKesha Marshall
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November 13, 2024

I am using the Lead Management Pipeline template by Crmble. I want to connect the leads to specific events that I have held versus non-event leads. Is there a way to link an event to a lead? 

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Mike - Dreamsuite Consulting
Community Champion
November 13, 2024

Hi @LaKesha Marshall

Welcome to the community.

Are you using CRMble as well as the template or just the template?

I see you are using the free version of Trello.  

Are you using Trello cards for each event?  If so, you can use the connect cards functionality 

https://www.atlassian.com/blog/trello/related-cards-related-boards 

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