Change the dismissed responsible person in the CRM

If an employee leaves the company, it becomes necessary to assign the customers to other employees.

There are two ways how to do that.

Find a dismissed employee

Go to the CRM filter > Deals in progress > Responsible person > Dismissed.

This view shows only the dismissed employees who have links to CRM items by the field you selected. If the view does not show the employee you are searching for, it means they have no CRM dependencies.

Select a dismissed employee and distribute the customers and the deals.

Read the article Change the responsible person in the CRM.

Hire an employee back

This option is suitable if you want to transfer CRM entities for which the new method is not suitable. For example invoices and orders.

In Bitrix24, an employee cannot be completely deleted, so you can hire the person back at any time.

The dismissed employee will not receive any notification about that, so the risks related to the security of your data are minimal. Don't forget to fire the person again.

To hire an employee who was dismissed, go to the Employees section in the left menu, click the Employees tab, select Fired in the filter and click Find.

Open the action menu and click Hire.

After that, go to the CRM and transfer the necessary entities.

Go to Bitrix24
Don't have an account? Create for free
This helped
Thanks :)
Article feedback
This didn't help
Sorry :(
Could you please tell us why:
Article feedback
Integration specialist assistance