If you have a user leave the company and need to reassign their leads, a Company Admin can act as though they are deleting the user. This is done by navigating to Your Roles > Sales Company > Company Users. You will click the red trash can to the right of the user who is currently assigned the leads that you want to reassign. You will be asked to reassign all the leads attached to their name prior to deleting the user. Select the user to whom you want to reassign the leads. It is not necessary to actually delete the user.
Reassign an Inactive User's leads
Reassign an Inactive User's leads
Written by Enerflo Support
Updated over 2 weeks ago