Profile

RandyC
Participant
Member since ‎Dec 30, 2020
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    2
  • Upvotes Received
    0
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Randy Chai

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved
RandyC on October 29, 2021
What are the best methods to treat/manage/process Closed Contacts in CRM?
Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' read more
Reply Discussion Admin best practices Companies Contacts CRM Deals
0 upvote
3 Replies
RandyC
Participant
November 16, 2021
Hey Josh, thanks for this! We're indeed on the PRO plan. Was wondering if a workflow that automatically removes contacts with a "Closed" contact/lead...read more
Solved
RandyC on October 29, 2021
What are the best methods to treat/manage/process Closed Contacts in CRM?
Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' read more
Reply Discussion Admin best practices Companies Contacts CRM Deals
0 upvote
3 Replies
RandyC
Participant
November 16, 2021
Hey Josh, thanks for this! We're indeed on the PRO plan. Was wondering if a workflow that automatically removes contacts with a "Closed" contact/lead...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.