How to Delete a Team Member

There may be times that you will want to delete a team member from your team.  In this lesson, we show how to delete a team member and the what happens to that team member's contacts when you do delete a team member.  This lesson will also discuss how to move a team member from one team user type to another.  

PLEASE NOTE THAT IN APRIL, 2022, a New Navigation tool was added to EngageMore CRM.  Training tutorials for Teams has not yet updated. However, it's okay, don't worry!  The only thing you need to know is how to navigate to the team management tools as it is different from the tutorials.  Once you get to the team management tool area, everything else in our training is the same. 

To get to the Team Management tools, hover over the profile photo in the upper right side of the screen and click on MY TEAM.  

Then click Manage Team Settings to add or manage a team member, or sign is as your team member from this screen. 

If you have questions about team management, please contact support@engagemorecrm.com.  Thank you!