This document was generated from CDN thread
Created by: Dmitry Shesterin on 26-11-2009 07:08:26 PM
Dear Team,
We have both, Meeting and Training Center accounts and here is the workflow that I would like to establish:
1. A prospect registers for a scheduled training or meeting center session.
2. The session takes place.
3. Prospects that have registered and attended are entered in my CRM
4. Prospects that have registered, but not attended, are also entered in my CRM, but in a different fashion.
Can this be accomplished and what would you recommend as a best practice to achieve this?
Side notes:
1. I do not really need to log every registration as soon as it happens, the fact that an individual attended or did not attend is important, not the fact that they registered and when they registered.
2. I already have a middleware solution that uses a service to accept XML over HTTPS, parse it and enter in my CRM.
3. I would want to use this workflow for recorded sessions that have registration as well.
Looking forward for suggestions in terms of best practices.
Thank you,
Dmitry