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custom objects structure recommandation

Florent Walter

Hello,

 

We organise some events and we want to have information in contacts involved, as if they are interested / financing / paid for exemple.

Also, a contact can be interseted for several events with different states in each.

So in my mind we must use a many to many relation between event custom object and contacts, but there is some question then :

- I would like when i look to my event wich contact and what state they are. Can we have a field in the custom object related to each contact interested in order to have his state on a specific event ?

- We this relation many to many if i understand i will not be able to easily make a mailing to people involved in the event ?

- Should i create an event custom object one to many with bids for that event many to one with contacts ? should it be better regarding automation or statistics ?

 

Thank you in advance for your time

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I've just read that it is possible to do multiple relations one to many for the usecase of contacts following multiple events. That is better for automation. Got that.

The question about state of interest of a contact for a specific event is anyway not clear for me. Does someone had the same case as me ?

Florent Walter 0 votes
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By "state of interest" do you mean a physical state like California or the stage they are at in the buying cycle like "prospect", "lead", "quoted", "purchased"?

Frank Hagan 1 vote
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Yes i mean buying cycle you're right. In time i have created a custom object to handle quotations for contacts using the bid example (many to one with contacts). In order to be able to make automation with every contact in a given buying state and for a specific event, I think I will create a second custom object named event, with a one to many relation with quotations, (and also perhaps a many to one with contacts ?)

Florent Walter 0 votes