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

submitted 8 months ago by LesserAbe@lemmy.world to c/asklemmy@lemmy.world

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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[–] jordanlund@lemmy.world 1 points 8 months ago (1 children)

If the data on the contact, email address, phone, cell phone, is all tied to their former company, and they are no longer with that company, the data is useless and they should be deleted.

[–] intensely_human@lemm.ee 3 points 8 months ago (1 children)

Unless you want a record of previous communication, and which email or phone number it went to.

[–] jordanlund@lemmy.world 1 points 8 months ago

Again, not super useful information if they aren't at that company anymore.

"But I was talking to Dave and..."

"Dave aint here man..."