Setting a Rep as Inactive

Learn how to set a Rep as inactive.

If a rep leaves the company, you can continue using the rep's data but set the rep as inactive. This prevents further data from being linked to the rep, while ensuring that important customer related information is retained. Inactive reps can no longer log on to Aurea CRM.

To set a rep to inactive:

1. Switch to the desired record in the Rep info area.
2. Enable the Inactive check box.
3. Save the record.

If you set a rep as inactive, the data linked to the rep is still displayed by the system. However, the rep is no longer displayed in the rep list. Exception: when defining conditions, inactive reps are also available as a comparison value.

Enter a deputy for the rep, to prevent his tasks and data from being ignored until a replacement can be found or customers have been allocated to different employees, see Deputy and Superior.