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Why don't CRMs have a quick way to mark someone as no longer with the company? (lemmy.world)

submitted 8 months ago by [email protected] to c/[email protected]

33 comments fedilink hide all child comments

cross-posted from: https://lemmy.world/post/12565350

RE: sales CRMs like salesforce or zoho

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.

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[–] [email protected] 0 points 8 months ago (1 children)

I get that I'm either the guidance counselor in Clerks searching for the perfect carton or Harry from In Bruges [NSFW], but I still believe that rules and principles are important and there's no reason to have them if they aren't enforced.

[–] [email protected] 1 points 8 months ago

According to the rules you’ve mentioned so far, this post adheres to the rules.

So no, you don’t get to invoke rules as a general concept to kill this post. We also think rules are valuable. That’s not a dividing line here.

You just seem to think questions of user experience aren’t open ended or thought-provoking. Perhaps they aren’t to you. But as you can see by the thought-involving, open-ended discussion happening above, they are to other people.