Marking contacts associated with cancelled accounts
Apr 27, 2018 12:19 PM
What is the best practice for managing/tracking customers who have cancelled their subscriptions? Also how could one extend this to all other contacts who belong to the same cancelled account (company and/or deal)?
Currently I can't seem to find any good solutions, as there is a property on company which shows the number of associated contacts or deals, but I don't see anything that could mass update contacts on a cancelled account whether through workflows or otherwise.