I work for a nonprofit and we are trying to figure out the best way to document and track business development work such as Intel into potential donors or conversations various execs have had with an individual and keep it in Civi. For instance, if my CEO goes to talk to Mr. Smith and Mr. Smith gives us all kinds of information about Foundation ABC even if they don't work there then what is the best way to keep track of all of that information? Is it through activities and then just adding all mentioned parties as contact with? Or is there an extension or organization method that my CEO could just click on Foundation ABC and find all relevant notes to that FOundation to help make the ask that much better?
We are hoping to use Civi not only for our donor tracking but also business and grant development too and we can't seem to find the best way to organize to make that happen.
Any advice is appreciated!