What happens when a user gets deactivated or deleted?
If an employee has left your company or simply no longer requires access, they can be deactivated and deleted from the Pipedrive company account.
Learn more about deactivating and reactivating and reactivating in this article.
What happens to the data of a deactivated user?
When a user is deactivated, all of the deals and contacts that they own remain in the account and will also remain owned by that deactivated user. You can still filter for data owned by the deactivated in your list view.
You can learn more about the data of a deactivated user in this article.
How can I reassign the data of a deactivated user?
You can reassign the data of a user before or after they’re deactivated with the bulk edit functionality directly from the list view or individually from the item’s detail view.
Learn more about how to reassign a deactivated user’s data in this article.
What happens to my reporting?
Similar to the list view, you’ll still be able to filter for deactivated user data in your dashboard.
What happens to the data owned by a deactivated user?
All the notes added by deactivated users will remain visible in the detail view of a deal or contact unless deleted by an admin user.
Learn more about the data of a deactivated user in this article.
What happens with the emails linked to deals or contacts from a deactivated user?
Emails that are not shared or linked to any deal, lead, project, organization or person will be deleted if the user is deactivated for more than 30 days.
Will the deactivated users still show up in Pipedrive?
You’ll still be able to see the names of your deactivated users when filtering or creating reports on data that has already been created. However, you won’t be able to assign any new items in Pipedrive to deactivated users.
What happens to the data if I permanently delete a user?
The user’s name, email and profile picture are removed from the company account. Displayed as deleted user or deleted user, IDxxxxxxxx.
Leads, deals, contacts, products, activities, projects, and project tasks remain, still assigned to the deleted user unless ownership is transferred before user deletion.
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