We send grant requests and requests for sponsorship to companies and I’d like to use the CRM to track this. This is fine if the first approach is to a named contact at an organisation, but often it’s just filling out a webform, or just sending in an email, so there is no contact to be assigned to the organisation.
How do I deal with this with Jetpack? Do I just create a dummy contact and record tasks against that or is there a better way? What happens if it’s a webform so there’s not even an email address to record against a dummy contact?
]]>Folders works great, and it’s easy to minimise and get it out of the way if you don’t need it, or working on a small screen.
Lots of extra options in the paid version as well, which I am paying for as the benefits of the plugin is great.
]]>Thank you.
]]>Particularly when a client has a lot of images on their site, it makes it really difficult to find the right images, so a folder structure would help there.
Really hope they can get this in there!
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