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RandyC
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Member since ‎Dec 30, 2020
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Randy Chai

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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
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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
RandyC on October 25, 2021
Task notes gets deleted (instead of forwarded) when creating follow up task on task page.
Hey guys, I'm curious if I was enjoying an incredible bug previously or if I'm experiencing a new bug/change of features today. When completing a task and setting up another task on the spot on the task page (aka creating a follow-up task), I no read more
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