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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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[–] blazeknave 4 points 9 months ago (1 children)

What values do you have under Lead Status?

[–] LesserAbe 3 points 9 months ago (1 children)

In the two organizations I've been at we didn't use the lead object at all, it was all contacts. At the one place we did have a custom checkbox field for "no longer at the company" but that didn't change how the contacts were displayed at all.

[–] blazeknave 2 points 9 months ago

Ahh.. kk.. so there is a less often used field for contact stage as well. Iirc Left Company is a default but I may have inherited that from stages syncing after deploying Outreach