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Viewing closed deals from deleted Agents
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投稿日時：2022年3月15日
Hi,
We need to be able to create smart lists that contain deleted Agents.
When a sales Agent leaves the business, we reassign all current deals, leads contacts etc. as per the reallocate-delete function, but this leaves us with no easy way to look at deals closed by the previous Agent.
How do others deal with this?
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Roland
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Marie Laurenza
Hi Roland,
If you want to preserve past activity history for any user you should deactivate that user instead of deleting them. A help article that describes this in much more detail is here.
-Marie
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Roland Hill
Thanks Marie Laurenza.
I will now refrain from using "delete" for agents leaving the Company. Lesson learnt.
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