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SUPERION – Sales Playbook
Inactivating Contacts
To prevent Superion staff from contacting inactive contacts, it is very important to inactivate the
Contact record in Salesforce. There are various reasons to inactivate a contact, including job
changes or retirement.
1. On the Contact record, change the Status field to Inactive.
2. In the Description field, add a note regarding the reason the contact should be inactivated
using best practices format: MM/DD/YY Initials – Reason for leaving
Example: 8/15/2017 DJS: No longer with the Police Department
3. Click Save.
Note: You can also use the Status field to indicate it is a Duplicate contact by selecting
Duplicate in the Status field.
Result: An email is sent to the Salesforce Administrator who takes any additional required
actions.
3/8/2018
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