09-21-2011 03:21 AM
We have this situation a lot:
One of our customers leaves and is replaced, we don't know whether to replace the name of the old contact with new contact or to create a new contact and leave the old in.
We don't want to delete the history that has been created with the old contact and if we replace the name all the old history is then against their name...
On some CRM software there is a options for looking after former employees of your customer.
Does anyone have any ideas?
09-22-2011 05:13 AM
09-22-2011 05:19 AM