When to Delete a User in Zendesk Sell
When should I delete a user in Zendesk Sell?
Deleting a user in Zendesk Sell is appropriate when a sales rep leaves the company and you want to permanently remove their access and email conversations. This option is irreversible, so it's best used when you are sure the user will not return.
Before deleting, you must reassign all the user's leads, contacts, and deals to another active user. The deleted user's name will appear as "user name - deleted" in reports, and all their email data will be removed from Sell. This ensures a clean slate for new users taking over their responsibilities.
More related questions
What is the difference between deactivating and deleting a user in Zendesk Sell?
The main difference between deactivating and deleting a user in Zendesk Sell is that deactivation is temporary, while deletion is permanent. Deactivated users can be reactivated, and their past actions remain in the account, whereas deleted users…
When should I deactivate a user in Zendesk Sell?
You should deactivate a user in Zendesk Sell if you anticipate they might return to the company or if you want to preserve their past actions in the account. Deactivation is a temporary measure that allows you to reactivate the user later if…
Does deactivating or deleting a user free up a license in Zendesk Sell?
Yes, both deactivating and deleting a user in Zendesk Sell free up a license, allowing another user to fill the available seat. This means you can manage your user licenses efficiently by removing inactive users. Whether you choose to deactivate or…
What happens to a user's data when they are deactivated in Zendesk Sell?
When a user is deactivated in Zendesk Sell, their data, such as leads, contacts, deals, and tasks, remains under their name until reassigned. They will still appear in reports, and their email conversations are preserved unless they disconnect…
What happens to a user's data when they are deleted in Zendesk Sell?
When a user is deleted in Zendesk Sell, all their email conversations are removed, and you must reassign their leads, contacts, and deals to another active user. Their name will appear as "user name - deleted" in reports, but other data like notes,…
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