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Corporate contacts

Jess Levy
$organization

Hi

How are you tracking event/activity invitations for individuals associated with Corporations? For example, Corporations that give at the $10K level get an invitation to a dinner event. You want to invite all the primary contacts of the companies that qualify. Which record are you using to record the invitation? The Corporate record? The individual record of the primary contact? If you are putting the invitation in the primary contact's personal account, how do you indicate the invitation was as a result of the corporate relationship and contribution?

Thanks
Jess Levy
San Francisco Opera
415-565-3283

 

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  • $organization

    Hi Jess,

    I'd go with the corporate account with the business practice that the primary contact was the invitee > the record of cultivating the company seems of higher value than knowing exactly who in time got the invite. If the latter is important, you could always keep detailed affiliation dates of primary contacts.

    Megan
    Seattle Symphony
    206.215.4883

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  • $organization

    Hi Jess,

    I'd go with the corporate account with the business practice that the primary contact was the invitee > the record of cultivating the company seems of higher value than knowing exactly who in time got the invite. If the latter is important, you could always keep detailed affiliation dates of primary contacts.

    Megan
    Seattle Symphony
    206.215.4883

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