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๐ How to Offboard a Team Member at Endeavor
Samantha Batesใป
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Samantha Bates
July 28, 2023
Find the exiting staff member!
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Samantha Bates
July 28, 2023
Enter their end date!
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Samantha Bates
July 28, 2023
If they own any Account or Contact records, identify the new owner of those records ๐ฏ
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Samantha Bates
July 28, 2023
If the records need to be transferred to more than 1 new owner, click the toggle to skip the transfer process.
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Samantha Bates
July 28, 2023
If you need help with the record transfer process, reach out to your friendly Salesforce Admins! โบ
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Samantha Bates
July 28, 2023
๐ฐTimely transfer of records helps maintain network relationships!
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