When a sales rep in your team transitions into a different department or a different organization, there is obviously a need for you to remove them from your CRM. In this case, we would recommend you to deactivate your user. But if there is a requirement to remove a user from Freshworks CRM owing to GDPR compliance or other requirements, you can always opt to delete the user from Freshworks CRM.
Note: It is recommended that admins transfer the records using bulk reassign if they are deleting a user.
To delete a user,
- Go to Admin Settings > Users
- Choose the User you wish to remove from the account and click the three dots icon.
- Click Delete to remove the user from Freshworks CRM.
- Type 4701 to confirm the removal of the user from Freshworks CRM.
Once the user is deleted, you will receive a success message.