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Why don't CRMs have a quick way to mark someone as no longer with the company? (self.asklemmy)

submitted 9 months ago by LesserAbe to c/asklemmy

33 comments fedilink hide all child comments

cross-posted from: https://lemmy.world/post/12565350

RE: sales CRMs like salesforce or zoho

Don't expect much of an audience for this on Lemmy, but:

Maybe it's just the places I've worked, but seems like I'm constantly wading through contacts who are gone - I don't want to delete them because the history could be helpful, but seems like there should be a quick, native way to mark them. Maybe once marked those names are grayed out or something.

My one company had a custom field that you could check, but then there was no special handling of those contacts in terms of how they're displayed - just you could use it to exclude results in reports.

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[–] PostnataleAbtreibung 1 points 9 months ago

Marked as moved and displayed on the „old“ account as inactive/moved as well as active on the „new“ account. I think i know pretty well what case you are talking about.

This is one thing which is a bit complicated. Because what you want to avoid are duplicates as good as you can. The person still exists, but is on another account. So what you want is a contact history.

Account = company/building Contact = person you can talk to Call = the activity you do with a contact

If you already have calls documented on this account it is easy. The calls are stille there, but the contact is gone (moved). Call history is implemented by standard. Contact history is a different thing, though. This probably needs to be customised.