I am currently dealing with the situation what to do with contacts in pipedrive, that are not relevant or that are working in another company right now. My key demands are:
- keep the communication from the previous company (ideally in the same contact's detail page)
- keep the information that the person was working in that company (so we can reach it in the future if he does not know some contacts there)
- avoiding sending group emails on the previous email address (which I have to keep unfortunately so the communication will pair) - this might be done in more elegant way?
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Contacts What is the best way to deal with people that switched companies and you want to preserve the all information (as well as paired emails) from previous one?
What is the best way to deal with people that switched companies and you want to preserve the all information (as well as paired emails) from previous one?
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