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Deactivate former employees

Step by step-guide:

Step 1:

Click on the settings icon on the top

Step 2:

Click “Users & Teams” on the left toolbar, click on “users” and then search up the person that has “left the building”

Step 3:

Click on “Actions” and choose Deactivate user

Step 4:

Then this will pop up and you can reassign deals, tasks and meetings, by bulk assign them or you can go trough them one by one.

Step 5:

One the first one, Contacts, you can choose “bulk assign all” and then leave the Contact owner to “no owner” as we do not work with "contacts", but "company owner".