Hi,
New to Monday and hoping I can get some answers on the best way to maintain activity records (emails & meetings) against contacts.
Our CRM is built up of 2 linked boards
- Contacts
- Organisations
We want to record activity against multiple individuals rather than the organisation however I cannot see an easy way to do this. I see that updates can be made to Communihub however that doesn’t allow linking of multiple items (contacts).
Can anyone suggest the best way to maintain records against multiple contacts?
Thanks in advance
Suze