In some cases, you may need to unlink a salesperson who is no longer active or no longer part of your team.
For example, if a salesperson has left the company or changed roles, you can use the Edara system to deactivate their account and remove their link to sales activities.
Deactivating a Salesperson
Go to the Sales module.
Open the “Salesperson” page.
Click on “Get All Salespersons”.
Select the salesperson, then click 🖉 to edit.
Uncheck the ☑️ to deactivate the salesperson.
Click on the username, then click 🗑️.
Click on “Save”.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.