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Hello ! What is the best practice for a specific contact that leaves one company and moves to another please ?

5 Antworten
  1. 27. Juli 2022, 08:57

    Thank you for your answers. The ideal would be to keep a history on the contact, that is to say to see on the contact in which company it passed before but without taking the activities.

    Edit : I will finally go through the activation of multiple contacts per account by disabling "Roll up activities to a contact's primary account" in the "Activity settings". Thank you ! 

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