How to delete a salesperson from Selly.

Permanently deleted user -

Removing a salesperson from Selly must be done from the manager's dashboard in the CRM. From the dashboard, you'll notice that there's a red delete button.

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The next page will ask you to select which salesperson you'd like to have removed from the CRM, click the red "Reassign and Delete" button.

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After confirming which salesperson you'd like to delete you then use the drop-down menu to choose which salesperson you'd like to have their data re-assigned to as seen below.

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You won't have the ability to remove other managers from the CRM, if you would like to have a manager removed from Selly please contact us to do so.

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1 Comments

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    I'm looking to replace a salesman without deleting existing user, I can edit name, however, email isn't accessible to edit. Please advise

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