How do you handle the situation where a contact has changed companies and a new contact record is created with updated info for that person, but the former record must be kept as a historical record and so must not be deleted? In the system we used prior to Infusionsoft there was an option to check a box to make a contact inactive but available for historical reference.
I was using InforCRM (previously branded as Saleslogix).
Eric Wilmot | Director Marketing & Technology
IRON HORSE LOGISTICS GROUP
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