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Best Practices for a contact leaving a company

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in Sales 5 comments

Summary: What is the best practice for managing contacts that you have done business that leave a company and go to another company?

Content (required):

We are trying to figure out what is the best way to handle a contact who leaves a customer?

Should we just assign them to the new customer? Should we deactivate them and create a new contact under the new company?

Or should we just flag them as do not email or something else?

Version (include the version you are using, if applicable):

Code Snippet (add any code snippets that support your topic, if applicable):

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