FAQ: How can I remove a member as the acquisition sales manager and make me the primary acquisition sales manager?
Answer:
Here are the steps to remove a member from a specific role.
Navigate to the ‘Settings’ icon in the lower left corner.
Click ‘Manage Users’ under the ‘General’ tab. The list of users will pop up.
3. Select the user by clicking the ‘Team Member Name’ or the ‘Pen’ icon under the ‘Action’ column.
4. Click on ‘Role assignment.’
5. Select ‘Remove User Access.’
6. Uncheck the role assigned that you want to remove.
7. Click the option to ‘Do not reassign leads’ or ‘Reassign the leads’ and hit ‘Updated Assignment.’
Reference Video:
https://www.loom.com/share/538912d2cb7f4045a154303b7915b0cd?sid=3c00e938-122b-437d-add7-fc723abcf0b5