Here’s how to find all of the contacts assigned to a deleted user:
- Please note: You will need to follow this process twice to view contacts and companies assigned to the deleted user. First, go to the contact list to filter and view the deleted user’s contacts. Then, switch to the company list to filter and view the deleted user’s companies.
- Mouse over “CRM” in the navigation bar and select “Contacts” in the menu to pull up the contact list.
- Select "Assigned to" under "Filter" in the upper right.
- In the dialog that appears, select “Show deleted users.”
- Please note: only admins will be able to filter by a deleted user. If you don’t see this option, contact an admin on your account.
- Tick the box(es) to the left of the appropriate user's name(s) and apply the filter.
- To view the deleted user’s companies, repeat this process by mousing over “CRM” in the navigation bar and selecting “Companies” in the menu.
- Need to reassign contacts in bulk? Learn how to assign contacts in bulk here.
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