When a user leaves an organization, deals, contacts, tasks and other activities pending under their ownership, are best transferred to existing active users.
Here's how you can transfer the ownership of these records to an active user:
- Go to Admin settings > Users and select the user you wish to transfer records.
- Choose the user to whom the records would be transferred.
- Please select the records you wish to transfer. At the time of transfer you can opt to choose to remove closed deals from the transfer to keep attribution intact.
Note:
- Please note that it is mandatory to transfer at least 1 record apart from sales activities ( i.e. Contacts, deals, accounts, products, etc.).
- Transfering a specific time frame of the sales activities is not possible. Sales activities, when transferred will be transferred in their entireity regardless of their creation date or status.
- Once you're done selecting, please go ahead and click on transfer. Please note that transferring records might take some time depending on the amount of data that's being transferred.