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

LaKesha Marshall
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
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? 

1 answer

0 votes
Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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 

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
FREE
TAGS
AUG Leaders

Atlassian Community Events