• 3 Posts
  • 29 Comments
Joined 1 year ago
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Cake day: July 4th, 2023

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  • Marked as moved and displayed on the „old“ account as inactive/moved as well as active on the „new“ account. I think i know pretty well what case you are talking about.

    This is one thing which is a bit complicated. Because what you want to avoid are duplicates as good as you can. The person still exists, but is on another account. So what you want is a contact history.

    Account = company/building Contact = person you can talk to Call = the activity you do with a contact

    If you already have calls documented on this account it is easy. The calls are stille there, but the contact is gone (moved). Call history is implemented by standard. Contact history is a different thing, though. This probably needs to be customised.


  • Oh, and some tips regarding getting this functionality. It might be already implemented but you don’t know about that or don’t have the rights. Open s ticket and ask support.

    But i guess nobody actually thought about it. Ask your peers if they find it useful as well. The more the merrier. (First question the GM or ceo asks me: is is relevant?). If so, get your regional manager involved. Maybe you have „power user“ for the crm, get them involved, too.

    Then contact your crm manager and discuss this idea. It might even be a nice project that looks good on your resume or development plan.


  • I am probably the person who decides the strategy and gives the order to implement it.

    So, why would i want it? For many reasons, but one is activity history. I have this person in my CRM for a reason. And the person probably has been visited already. So i can lookup previous calls (maybe even from a different sales representative).

    Another thing - if your contact changes, you presume the next role will be either something similar or a bit up. Time to visit an old friend, i guess, and tie your bond again.

    Expense and sample tracking was another reason, as my market is strictly regulated and a person cannot recieve more than a certain amount per year.