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Deactivating a Sales Rep
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What happens to events when it's Sales Rep no longer works for us? Can I deactivate them without anything happening to their remaining events?
Yes, you can just go to their worker profile and mark that worker as not active. It will leave them assigned to the lead until you change that to note that they were the sales rep.
Yes, you can just go to their worker profile and mark that worker as not active. It will leave them assigned to the lead until you change that to note that they were the sales rep.
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