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KLawrence9
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Kathleen Lawrence

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maxclark on July 14, 2022
What to do when a contact leaves a company?
Hey 👋 What do you do when a contact leaves a company? I don't want to remove the association with the company so we can keep the history, etc... I also don't want to change their name, or email address (makes searching not ideal It wou read more
Reply Discussion best practices Contacts CRM Professional Starter
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KLawrence9
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July 27, 2022
We also want to keep the contact so we can have a clear history of what that person's role was in specific projects. We leave in HubSpot, unsubscribe...read more
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