Ideas for logging where we send a bookSOLVE
We recently published a book and have been sending it out to some of our prospects. I need to track who we send the book to, so I was thinking of just adding a custom field to the Contact record, e.g. Sent Book (Yes/No).
I'm just curious if there is a better way to this using workflows or sequences. For example, assigning a task to someone (to send the book), then auto-following-up with an email in a 5 days to verify they received it, then in a couple weeks send them an email with some additional material, etc.
Thanks for posting any ideas!
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