Hello, I am looking for the BEST PRACTICES for how to manage contacts OWNED by users who are no longer active in our Org.
We have a couple hundred Contacts that are owned by users who are inactive, and want to send them to some sort of queue (even though you can't have contact queues) or figure out some way to handle all these contacts.
What would be the standard and or best practice for managing these contacts ?
We want these contacts to still exist in some form so that we can tell Pardot to send them marketing content, so I am just looking for a good idea on how to handle the Contacts
1 respuesta
We just transfer ownership to the admin (me). We also do not have strict ownership rules. So it partly depends on if you have access to view/edit contacts limited by owner.
