Your UX is waiting ...interact, engage, explore in Las Vegas at CloudWorld 2023

Learn more
Best Practices for a sales person leaving your company / terminating — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Best Practices for a sales person leaving your company / terminating

Accepted answer
31
Views
1
Comments
in Sales 1 comment

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):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!