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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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[–] LesserAbe 1 points 9 months ago

Very helpful to know, thank you. Of course now I'm somewhere that uses zoho which is inferior for a variety of reasons.

I do think it's strange that there's no native/default accommodation. Every organization has to handle contacts who aren't with an account anymore.