Hi everyone,
Would you share your approach for the best setup where the event/workshop and their tasks are managed from the OS, but the email communication is to be sent from the CRM? Is there a way to manage all from one board? The customer has a large database and often need to send more than 400 emails per event, so connecting event board with contacts boards can be too time consuming, but it’s important to track who was participating in the event and collect their feedback.
Best regards,
Nevena