Handling Contacts No Longer Associated With a Company
By marking a contact as "Moved On" in GiGS CRM, you effectively manage your professional network while maintaining a clear and accurate database. This feature is crucial for keeping your contact list updated and useful for future reference without losing valuable historical context.
Marking a contact as "Moved On"
Handling Contacts No Longer Associated With a Company
In managing your events and gigs, you may encounter situations where a contact you've previously worked with has moved on from the company they were associated with. Instead of deleting the contact and losing all historical association, GiGS CRM allows you to mark the contact as "Moved On". This preserves the history but also clarifies that they are no longer a contact point at their previous company.
When to Use "Moved On"
Use the "Moved On" status when:
- You realize a contact is no longer employed at the company.
- You want to keep the historical records of events linked to that contact.
- You wish to avoid contacting them in their former professional capacity.
How to Mark a Contact as "Moved On"
Follow these steps to update a contact's status to "Moved On" in the GiGS CRM:
- Identify the Contact: Locate the contact entry in the CRM who is no longer with the company. You can use the search feature to find them by name or by associated company.
- Open Contact Details: Click on the contact's name to open their detailed view.
- Mark as Moved On:
- Look for the option or icon marked "Moved On" in the contact's detail view.
- Click this option. You will see a confirmation dialog asking if you are sure about this change.
- Confirm the action. The contact’s record will be updated to reflect that they have moved on. A marker or specific icon will appear on their record indicating this status.
- Review the Record: After marking as "Moved On", you can review the contact's record anytime to see the marker indicating they are no longer with the company. This helps maintain clarity while preserving past interaction history.
Benefits of Marking a Contact as "Moved On"
- Preserves History: Keeps a record of all past interactions with the contact within their associated events.
- Prevents Confusion: Clearly indicates that the contact should no longer be reached out to regarding their previous company.
- Maintains Clean Data: Avoids deleting contacts and potentially useful historical data.
Conclusion
By marking a contact as "Moved On" in GiGS CRM, you effectively manage your professional network while maintaining a clear and accurate database. This feature is crucial for keeping your contact list updated and useful for future reference without losing valuable historical context.