Group Sales Using Tessitura

Hi all,

I'm trying to use Tessitura more to help me with organizing my groups. I have seen that some of you use Plans while others use CSI's. I would love to get feedback on what is and isn't working for you.

I currently use a Google doc to help me organize which groups I have a docent assigned, meeting areas, special notes about the group, etc. 

Any suggestions are welcome!