Hi,
In the industry I work, we often see people changing employers. Company A and Company B are both our clients. Mr John Smith was a client of us when he was with company A. But since a couple days, he now works at Company B and he is still our main contact in the new company.
How should I manage him?
I thought of those options but none satisfies me:
1- Create a new contact and keep the ''old'' one with ''OLD'' written in his name.
2- (I actually did that and I'm not sure if thats good) i just modified the person email and the company information. But I lost the email history.
What if he simply left and is no longer a client?
Is there a way to flag him as ''inactive'' or ''no longer relevant'' or something else?
Thank you for your time