How Do You Handle Multiple Conference Rooms

This has always been a popular question, and I am VERY curious as to how you are tackling this right now within your CRM.

Do you use a category or type? Add another "user" to your database? Create an Activity/Task Template the prefills the subject in a specific way? A completely different method not mentioned?

Let me know what you chose to use in your CRM and how effective it's working for you!

0 comments

RIA Operators

skool.com/ria-os

Welcome!

👨‍👨‍👧‍👦 Network

🧠 Get advice

💻 Learn new tech

📈 Grow

Leaderboard (30-day)

+13