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'Active Surveys' Warning When Deactivating or Deleting a User

What the "active surveys" warning means when offboarding a user in Enerflo, and how to resolve it by reassigning their deals.

Written by Emilie

When offboarding, deactivating, or deleting a user, you may see a warning referencing "active surveys." This does not refer to homeowner surveys that were started but not completed.

In this context, "surveys" means deals currently assigned to that user.

If you see this warning:

  1. This prompt is to notify you that you must reassign the user's deals before/during off boarding.

  2. Go to Your Roles > Sales Company > Company Users, click the trash icon next to the user, and select the rep to reassign their deals to when prompted.

  3. Once all deals are reassigned, proceed with deactivating/deleting the user.

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