How to use Holmes CRM to manage events where one or multiple customers take part.
This use case is relevant to businesses that manage appointments with customers, either individual or collectively.
For instance, organizing events such as dive centers or sport clubs do, trainings for academies, etc.
The implementation in Holmes is really simple. Just create the event and link it to customers.
Or from the customer view, in the meetings tab, select and link an existing event, or create and link a new event.
From the event view, you can browse the participants. From the customer view, you can see all the events in which the customer took part (or will take part).
That simple.
