When you delete an active user from AgencyZoom we simply remove their ability to login to the system. We do not remove any data.
During the process of deleting someone from AgencyZoom you will be prompted to reassign outstanding tasks, leads, etc so don't worry about things falling through the cracks.
How to delete someone:
- Click My Agency (You must have Admin privileges to access My Agency)
- Click All About My Agency
- Click on the staff members name
- Click Terminate
You will then see the prompt to reassign tasks, leads, etc
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