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Best Practices for a sales person leaving your company / terminating

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in Sales 1 comment

Summary: What is the best practice for how to update a sales rep who leaves the company

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What is the best practice for when an employee leaves.

Should you make them inactive

Remove all their roles - is this necessary if they are inactive

Should you end their territory or forecast?


I want to be able to see their prior opps and metrics for reporting, etc.

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