Note: Only those with the proper permissions may deactivate current users

Click on the users initials in the upper right hand corner then choose Users 

Search for the employee

Remove the check mark next to the Active box then click Save

Any custom reports or report schedules assigned to the user will be removed, click Continue

If the user has any open leads assigned to them they will need to be reassigned by using the drop down or going to the transfer open leads page. Users can click on the link to review how to transfer the open leads.

transferring open leads 

When the user is searched for no record will be found.

Note: Please click on the link to review the rules for billable users 

Billable User Explanation