How to Retain Emails in Zendesk Sell When User Leaves
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 sync from their email account.
It's important to deactivate the user before their email account is deleted by your IT team. This prevents the loss of existing emails. Be cautious not to reactivate a user if their email account is no longer active, as this could result in losing all historic emails within Sell.
More related questions
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…
What happens if I reactivate a user in Zendesk Sell whose email is no longer active?
Reactivating a user in Zendesk Sell whose email is no longer active can lead to losing all historic emails.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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