Hi @karstenkoehler , thank you for your response. By “more efficient and organized,” we mean that although we have already separated contacts i...read more
Our firm needs to differentiate and further classify contacts into segments. The situation: 1. Our firm attends multiple conferences and events each year. 2. We separate contacts from each event into two types: a. Existing contacts: already re read more
Our firm needs to differentiate and further classify contacts into segments. The situation: 1. Our firm attends multiple conferences and events each year. 2. We separate contacts from each event into two types: a. Existing contacts: already re read more