Hi,
I have members of the team leave the company and I usually re-assign their account available to a new member, but I would like to keep the data from the ex.member separately for data analysis.
Is there a way to do this?
Hi,
I have members of the team leave the company and I usually re-assign their account available to a new member, but I would like to keep the data from the ex.member separately for data analysis.
Is there a way to do this?
Hi
For data stored in fields, you would not be able to split this out for the ex-member because there is no way to differentiate who entered that data.
In contrast, activity data is attached to a specific user. So you can separate the activities logged by that ex-member and analyze them separately. The easiest way to do this is to open a company, opportunity, or contact’s activity feed and select whose activities you want to see.
If you want to see a higher-level breakdown, you can use the Activity Report inside of the Legacy Reports section.
I hope that helps!
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