Hello
We'd like to start marketing and selling Friends memberships via our Box Office staff.
To avoid asking the same customers repeatedly if they want to join the Friends I wondered if there was a way we could use Tessi to track and flag who has been asked and when. This could potentially be a custom screen for Box Office similar to a data protection 'last asked' screen.
Does anyone have a method of tracking membership asks which works for them?
Lizzy