Hello,
Can you please confirm that all emails between a Copper user to/from a Copper person/lead will remain accessible in Copper even if the Copper user is deleted. We used to keep emails from former sales representatives and I would like to stop this practice.
Thank you.
Best answer by Michelle from Copper
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+7
Hi
Anywhere that user is mentioned, it will say (deleted user). For example: Michelle Lee (deleted user) logged a phone call.
Just one thing to consider before removing those former sales reps - check if there are any contacts/companies/opportunities assigned to them, and re-assign those to another user if needed. Otherwise those records will become unassigned when that user is removed.
Let me know if that helps!
Thank you Michelle
Very helpful!
+7
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