Everyone
When a rep leaves
Remove the login, reassign their work in each product, and the seat drops off.
Everything a rep touched belongs to the office. Leaving changes who works it, not who owns it.
Steps
- Team on the products page: Remove. The hub login stops now.
- Referrals: mark the rep terminated and pick a replacement. Partners and open referrals move in one action.
- Contests and Commissions: the rep's history stays in the standings and the pay periods; new activity stops.
- Pipeline: tell Support@R2Roadmap.com. The rep account and its phone number move to the replacement, so homeowner replies keep landing in the office.
Good to know
- The seat drops from the next invoice. Nothing to cancel.
- A departing rep cannot export contacts; the login is gone and the accounts stay with the office.