Pesquisas recentes
Sem pesquisas recentes
Viewing closed deals from deleted Agents
Respondido
Publicado 15 de mar. de 2022
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?
--
Roland
0
2
2 comentários
Oficial
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
0
Roland Hill
Thanks Marie Laurenza.
I will now refrain from using "delete" for agents leaving the Company. Lesson learnt.
0