4
Add Option to 'Export as New'
D
Darth Vader

Once people switch roles, it's good practice to keep records for them separately in the CRM.

Adding an option to 'export to CRM as new record' instead of updating a current record would enable this.

Comments
O
Olive Antelope
Mar 29, 2022

I like this idea. It would work for our org too.

0