The Sales Department, particularly the Coordinators, need the Inactivation Reason added to their profiles so they can better assist members and not have to rely on membership for the reason a member/provisional member is inactive.
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| Software or Initiative | Salesforce |
Hi Mary Beth, what if there was a report where they could get access to this information?
I could build it and show them how to adjust it. Take a look at the attached screenshot.
What do you think? This can also assist the introduction of our true Account fields. Added bonus!