Replacing salesperson

David H. shared this question 2 years ago
Answered

How can I replace a Salesperson who is no longer with the company but still keep their name associated with the lead. I have run out of space for new users but don't want to lose the ability t know how to track the old salesperson's leads?

Comments (1)

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Change the permission on that worker (remove leads access) or mark them inactive. They will still show on leads. Then add your new rep.

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