How to Delete a User in Zendesk Sell
How do I delete a user in Zendesk Sell?
To delete a user in Zendesk Sell, you need admin rights. Start by clicking the Settings icon, then select Manage > Users. Choose the user you want to delete, and an Edit User page will appear. Scroll to the Delete user section and click Delete user. Make sure to assign all the user's leads, contacts, and deals to another user, either using the default setting (user's manager) or selecting a user from the dropdown menu. Confirm your action by checking the box and then click Delete user. The user will be permanently deleted.
Keep in mind that deleting a user is permanent, and their open deals will be reassigned, while closed deals remain with the deleted user. Also, note that you cannot delete a user who is a manager without reassigning their reportees first. For more details, visit theoriginal link.
More related questions
What happens to a user's deals when they are deleted in Zendesk Sell?
When you delete a user in Zendesk Sell, all of their open deals will be reassigned to another user. However, any closed deals, whether won, lost, or unqualified, will remain associated with the deleted user. It's important to ensure that all leads,…
Can I delete a manager in Zendesk Sell?
You cannot delete a user who is a manager in Zendesk Sell without first reassigning their reportees. Managers have users who report to them, and these reportees need to be assigned to a different manager before you can proceed with deleting the…
Does deleting a user in Zendesk Sell affect billing?
Deleting a user in Zendesk Sell does not impact your billing. The user's license, or seat, becomes available, allowing you to add another user without incurring additional charges. You can adjust your seat allowance by navigating to Settings >…
Can I delete users in bulk from Zendesk Sell?
Currently, Zendesk Sell does not support bulk deletion of users. If you need this feature, it's recommended to create a post in the Feedback - Sales CRM (Sell) topic using the provided template. This allows others to upvote and share their use…
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