Sidebar

Sales

"Initials" by "Florian Körner", licensed under "CC0 1.0". / Remix of the original. - Created with dicebear.comInitialsFlorian Körnerhttps://github.com/dicebear/dicebearSA
Sales LesserAbe 7 months ago 100%
Why don't CRMs have a quick way to mark someone as no longer with the company?

Don't expect much of an audience for this on Lemmy, but: Maybe it's just the places I've worked, but seems like I'm constantly wading through contacts who are gone - I don't want to delete them because the history could be helpful, but seems like there should be a quick, native way to mark them. Maybe once marked those names are grayed out or something. My one company had a custom field that you could check, but then there was no special handling of those contacts in terms of how they're displayed - just you could use it to exclude results in reports.

1
0