Your customers have employees. Those employees will change jobs. Wouldn't it be great to use these job transitions as an opportunity to talk to these new companies?

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What is the best practice for when a Contact leaves a company and joins another Account? We've built the right way to keep track of previous employees as they move to new companies, and you can install it for free.

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This package will give you an Action and Screen Flow that will automatically:

1. Mark the old Contact as having left the company (a new "No Longer at Company" checkbox on Contacts)
2. Null out the old Contact’s email
3. Create a new Contact with the same name and mobile number, at a new or existing account
4. Link this new Contact back to the old Contact in a lookup called Previous Role
5. Create a new Opportunity to prospect at the Contact's new Company

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Installation Instructions:

Add the "Contact Left Company" Lightning Action to the Contact Page Layout. You might also add a hidden element that appears if a contact has "This Contact's Past Role" field not blank - show a Related List of Activities for that Contact - this will pull in previous interactions onto the new Contact.