If you're using EasyPractice to manage your events, you'll want to make sure that your Force Manager contact are updated with the latest information. When a order is added to an event in EasyPractice, a new contact will be created in Force Manager automatically. This makes it easy to keep track of your sales pipeline and track event success.
Creating a task in Force Manager for every event created in EasyPractice can be very beneficial.
One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since EasyPractice is often used to manage large or multi-day events, having Force Manager record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.
Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Force Manager
ForceManager is a mobile-first CRM designed for sales teams, providing real-time insights, activity tracking, and AI-powered assistance to boost productivity and close more deals.
EasyPractice is a revolutionary platform for therapists and clinicians. It aims to create a simplified therapy practice management solution which works across all devices - desktop web app, mobile web app and native iOS/Android apps.