HubSpot Ideas


Action for users who leave the company

We've had a sales person leave our company and found it somewhat challenging to cleanly manage their associated data while we find and onboard their replacement. It would be very helpful to have a way to temporarily re-direct a deactivated user's tasks, deals, and other objects to a manager without reassigning ownership completely. It seems ineligant to create a custom property for each of the relevant data objects or manually sort out all the objects which need to then be reassigned from the manager to our new hire when they arrive.