Changing the user

Antti K.
Antti K. Member Posts: 2
First Comment

One of our sales reps quit. I would like to assign all his existing deals to a new sales rep without increasing the number of users. Is there a way to do this?

Best Answer

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    #2 Answer ✓
    1. Deactivate the user's account to create a spare seat.
    2. Invite the new user.
    3. Assign the deals, activities to the new person in bulk.

    Or, simply log in as the person who quit, and change their email address to be the email of the new salesperson.

Answers