FAQs in this section
What do I do after suspending a user in CRM?
If the user being suspended has reportees, then you must transfer their reportees to another user. When you do this, the Reports To field in the reportees’ user records is set to the newly selected user’s name.
Select a user from the Transfer Reports To user dropdown to transfer the reportees to them.
When suspending a user, you must transfer the records assigned to them to another user.
Select a user from the Transfer Reports To user dropdown to transfer the reportees to them.
When suspending a user, you must transfer the records assigned to them to another user.
- Enable the Transfer all records checkbox.
- Choose which records you want to transfer by selecting modules from the Select Modules field.
- Select a user from the Transfer records to this user dropdown to transfer records to them.
- Enable the Transfer closed records checkbox if you want to transfer closed records as well.