Contact not with company anymore (but still want info)SOLVE
Mar 5, 2020 3:02 PM
In the industry that I deal with, I have seen many contacts leave and end up with other companies that I deal with. I feel like I should still have them, even if I don't have their personal emails. Perhaps I add notes to the contact and the company. Perhaps I make a category of such contacts. Maybe I don't know how to throw things out. Not a major problem, but I am wondering if anyone has any thoughts about this.
Solved! Go to Solution.
Mar 5, 2020 3:45 PM
A few options. You could remove those items if you'd like.
You could opt that person out of email subscriptions.
Additionally, you could adjust lead status to include "former employee" and check that for each.
Finally, you could create a custom property which marks contacts as active/inactive.
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