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Deactivating a Salesperson

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In some cases, you may need to unlink a salesperson who is no longer active or no longer part of your team.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”.
Deactivating a Salesperson — Click on “Save”.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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