Skip to main content
Florent Duval (HelloAsso) 님이 #Sales Cloud에 질문했습니다

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

답변 5개
  1. 2022년 7월 27일 오전 8:57

    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 ! 

0/9000