If a member of my sales team is leaving, how do I replace that person? How do I add a new user to my account and remove an old one?
If your new user will fully take over the responsibilities and accounts of your old user, you should assign all records to the new user:
- Navigate to your Settings icon (), then select Manage > Users
- Select the user you wish to remove and deactivate the old user
- In the Manage > Users section of your account, click on + New user
- Fill out the required information to add the new user
- Create a smart list of the old user's leads, contacts, and deals
- Reassign ownership of these records to your newly added user
Your new user will now be the owner of all the records previously owned by your old user and your subscription will remain unchanged.