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Topics#Data ManagementPregunta de Muhammad Samara
Muhammad Samara preguntó en #Data Management
28 jun 2016, 19:46

Best Way to Track/ Organize Contacts by Level of Engagement in Various Events?

I work for a non-profit organization and we're working on importing all of our information into Salesforce. Our organization is composed of around 105 members that work for various companies, but support our committee through paying dues, attedning meetings etc.

 

Right now we have a color coded excel file that tracks each member's engagement dating back to 2013 (Essentially a check list stating if that member has participated in a certain event). 

 

What is the best way to attach this information to each contact (which in this case are our members) and be able to sort them based on this?

 

Thanks!
4 respuestas
  1. Muhammad Samara
    28 jun 2016, 20:27
    A screenshot of what it looks like, althouh I should state that i'm open to taking a completely different approach to tracking our members so it doesn't have to be a direct

     

    A screenshot of what it looks like, althouh I should state that i'm open to taking a completely different approach to tracking our members so it doesn't have to be a direct "import" of this sheet. 
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