This app demonstrates a workflow by which you could allow tracking of activities which include multiple participants.
These participants could also be working on numerous activities at any given time, so there is a need to incorporate a QuickBase "Many to Many" relational structure.
Use this as a model of how to approach this type of workflow.
ABC Simple Sales Tracker is a simple but powerful contact tracker that tracks contacts, activities, notes and pipeline opportunities. It is only a few tables but it can email leads to sales reps and…
This application keeps track of marketing "Campaigns", "Projects" and their "Creative Items". Who has them, the email notifications, notes and departmental approvals. It is a simple but powerful…
Electrical Service Manager is business management software designed to save time and money by getting rid of paperwork. Use our single app solution to manage the key aspects of your business…
Track contacts, phone calls, emails, and future appointments, and upload important documents in this simple, yet versatile CRM app.
Not powerful enough? Try the Contact Management Portal template…