Do Emails Disappear When Removing a User in Zendesk Sell?
Do email conversations disappear if I remove someone from my Zendesk Sell account?
Yes, email conversations will disappear if you delete a user from your Zendesk Sell account. When a user is deleted, all their email conversations, including BCC'd emails, are removed from Sell. However, if you deactivate the user instead, their existing emails will remain on leads, contacts, and deals, but new emails will not sync from their email account.
It's crucial to deactivate the user before their email account is deleted externally by your IT team. This ensures that the existing emails remain intact. If you reactivate a user whose email account is no longer active, you risk losing all historic emails within Sell. For more details, you can refer to the originalZendesk help article.
More related questions
What should I do to keep email conversations in Zendesk Sell when someone leaves my company?
To keep email conversations in Zendesk Sell when someone leaves your company, deactivate the user instead of deleting them. Deactivating a user ensures that their existing emails remain on leads, contacts, and deals, although new emails will not…
What happens if I reactivate a user in Zendesk Sell whose email is no longer active?
Reactivating a user in Zendesk Sell whose email is no longer active can lead to losing all historic emails. When a user is reactivated, the email integration resumes syncing to reflect the most updated email conversations. If the email account is…
How does deactivating a user in Zendesk Sell affect email syncing?
Deactivating a user in Zendesk Sell stops new email conversations from syncing, but keeps existing emails intact. When a user is deactivated, their current emails remain on leads, contacts, and deals, ensuring that historical data is preserved….
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