GymLeads

It’s never nice when you have a team member leave, this article outlines the steps you need to take to ensure all your leads won’t get left behind.&nbsp;

Step 1: Complete a Lead Reallocation&nbsp;

Navigate to the settings tab, then click on the Lead Reallocation tab&nbsp;

Select the location that the user belongs to and press next&nbsp;

Select the user you wish to transfer the leads from&nbsp;

Tick the users you wish to transfer the leads to (if selecting more than one user, the leads will be assigned equally between them all)&nbsp;

Review the transfer and press ‘start transfer’

1. Navigate to the settings tab, then click on the Lead Reallocation tab&nbsp;
2. Select the location that the user belongs to and press next&nbsp;
3. Select the user you wish to transfer the leads from&nbsp;
4. Tick the users you wish to transfer the leads to (if selecting more than one user, the leads will be assigned equally between them all)&nbsp;
5. Press Next&nbsp;
6. Review the transfer and press ‘start transfer’

Navigate to the settings tab, then click on the Sales Team tab

Click on the location you need to remove the user from&nbsp;

Scroll down and find the user you wish to remove, press the ‘X’ next to their name as pictured below.&nbsp;

1. Navigate to the settings tab, then click on the Sales Team tab
2. Click on the location you need to remove the user from&nbsp;
3. Scroll down and find the user you wish to remove, press the ‘X’ next to their name as pictured below.&nbsp;
4. Confirm the removal of the user&nbsp;

Learn the steps to follow when a team member leaves the business

Removing a User

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Step 1: Complete a Lead Reallocation

Step 2: Remove the user from GymLeads