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

submitted 8 months ago by LesserAbe to c/sales

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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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[–] [email protected] 2 points 8 months ago (1 children)

I edit the name to read "(historical) Firstname Lastname" -- which largely preserves all functionality and histort, but also puts bottom line up front. When I make the edit, I usually add a comment indicating who the new contact is, if I know who they are.

[–] LesserAbe 1 points 8 months ago

That's not a bad approach, thanks for the suggestion.

[–] [email protected] 1 points 8 months ago

Not sure if it's related, but when someone left the company I work in, it's username is changed to x_username so they could be easily filtered out in reports or other systems.