Data Ownership After Agent Deletion in Zendesk Sell
Understand the impact on data ownership when an agent is deleted in Zendesk Sell. Reassignment of leads, contacts, and deals is required.
How does deleting an agent in Zendesk Sell affect data ownership?
Deleting an agent in Zendesk Sell requires reassigning all their data. When an agent is deleted, you must reassign ownership of their leads, contacts, and deals to another user. Additionally, all past emails and activities associated with the deleted agent are removed from the system.
For more information on this process, check out the article on deleting a user in Sell.
More related questions
What happens to my data if I am deactivated as an agent in Zendesk Sell?
If you're deactivated as an agent in Zendesk Sell, your data remains intact. Your emails and activities are frozen, but you continue to own your leads, contacts, and deals. This means that while you won't be able to actively manage them, they are…
Can I reassign leads, contacts, and deals if an agent is deactivated in Zendesk Sell?
Yes, you can reassign leads, contacts, and deals if an agent is deactivated in Zendesk Sell. Although the deactivated agent remains the owner of their data, you have the option to reassign these items to another active user at any time. For further…
What happens to emails and activities if an agent is deleted in Zendesk Sell?
When an agent is deleted in Zendesk Sell, all their past emails and activities are removed. This means that any communication or actions they were involved in will no longer be accessible in the system. For more information, see the article on…
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