Impact on Deals When Deleting a User in Zendesk Sell
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, contacts, and deals are reassigned appropriately before deleting a user. This process helps maintain the integrity of your sales data and ensures that no active deals are left without an owner.
More related questions
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…
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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