Correct procedure when a contact leaves an account/vendor
Hi there community.
Can anybody tell me what the correct procedure is when a contact leaves an account or vendor? For example, if a contact retires or quits and goes to a different employer, I don't want to 'delete' the contact because all the information (linked emails etc) would be lost, but they are no longer 'active' so they should not receive further correspondence etc.
There doesn't appear to be an 'inactive' option for contacts in CRM. What is the correct way to manage this?