Vicinity has a range of tools that can be used to help gain a good understanding of your business relationships.
Adding a new Subtype is one way to keep track of the activities recorded against the voting businesses.
The suggested subtypes that could be used:
Business Plan Delivered
Ballot visit
Some suggested Tags that could be used:
Ballot Card Received
Voted 2022
Tags and Activity Subtypes are a good way of giving brief snippets of information about different records, both can be used to filter for business that meet certain criteria.
For instance, you may have a "Restaurant," tag to differentiate between other food shops like supermarkets or buffets.
Alternatively you may have an Activity Subtype labelled as "in person business visit," which can be used to separate and filter the businesses that are yet to be visited.
To learn more about filtering please follow the link below.