Populating Historical Sales in System - Best Practices
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Hi Community!
I am hoping someone can provide some advise on best practice for following use case:
We have run a conference for 3 years in a row and do not currently have a CRM - I want to be able to track the attendees that have attended for each year. I am wondering if I should create a historical deal with products for each year? or Just a historical deal? Or just add a custom contact property with tags for each year or multi-select data field with drop down for each event year? I want to maximize ability to report on this so I can segment multi-year attendees and also track our customer retention rate...... and am just confused if I need to use Deals + Products + Tags to ensure I have good reporting functionality in the future or if that is just over doing it! (We just sell individual tickets - group tickets - and sponsorships as well as many many promotional codes that would also be good to track)