Here’s the ‘notes’ doc:
Event Location: Closest 2 Airports: Event Purpose/Theme: Their criteria for keynote success: Number of attendees: Speaking Dates and Times: Dress Code: Budget range/fee:
M5: Forcing Investment by Gathering Event Information
This training goes into further detail about what to include in the ‘note’ or ‘custom fields’ that you apply to opportunities. Specifically, the training covers how to gather information as you sell your services.
M3: List of Tags, Categories, and Opportunity States
Use these to customize your CRM for your marketing purposes!