Reassign their work
- Reassign their contacts, companies, deals and tickets to a teammate.
- Reassign open conversations in the inbox.
- Check workflows, sequences and round-robin rotations that use them as owner.
- Replace their scheduling (meetings) link anywhere it is published; it is deleted when the user is removed.
Remove access
- Deactivate the user first. This blocks sign-in and frees the seat while keeping their history for reports.
- Remove the user once everything is reassigned. Removal can’t be undone.
- Disconnect their personal email and calendar connections if they are still linked.
Record
- Record who now owns their records, and when access was removed.
Menus change. For current click paths, see the official help article.