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.
Ah, I think we’re talking past each other.
I don’t mean that the contact should be deleted, I think it should still be in the database. For the reason you said, so you can see the history of activity. But I’m saying there should be a way to mark they’re not at that organization anymore. A one click button that flags them as past employee rather than active - and then those contacts are still in the database but displayed differently to make it easier for the sale team to direct their attention.