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Best Practices for a sales person leaving your company / terminating — Cloud Customer Connect
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Best Practices for a sales person leaving your company / terminating

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


Content (required):

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?

etc.

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

Version (include the version you are using, if applicable):


Code Snippet (add any code snippets that support your topic, if applicable):

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