We are not using Contact Point Purposes yet but are looking to start. Is anyone who is using them able to share some best practices, lessons learned, etc. to help get us started? We have just switched to Prospect 2, in case there's anything that might be helpful to know about that piece of the puzzle.
For members interested in this question, it was cross-posted to another forum and received responses there. Thanks. community.tessituranetwork.com/.../tips-for-using-contact-point-purposes