Updating Contact when Moving Companies
Hello,
Completely new to Insightly. What is the best way to handle having a contact move to a new company?
Do we move them to the new company or keep with old company and add them to the new company also?
Comments
I would say it really depends on whether you value the relationship with the organisation or whether it is just background. Personally I am always interested in seeing their history. It can lead to a better connection.
That being said I would keep the link to the old organisation (we change the description to "former employee") and then link the new org as the primary.
Please sign in to leave a comment.