What happens to leads when someone leaves

Leads belong to your organisation, not to the person who captured them. When you deactivate or delete a team member, their leads aren’t deleted. They stay in View All Leads, together with their deals, activities and tasks.

What you’ll see

• If you deactivated the person, their name still shows as the owner in the Found by column.
• If you deleted the person, Found by shows “Deleted User”.

Either way, nobody is actively following those leads up until you give them a new owner.

Hand their leads to someone else

1. In the left menu, open Leads and click View All Leads.
2. Find the leads. If the person was deactivated, click Filter, choose them under Owner and click Apply. If they were deleted, sort or scan the Found by column for “Deleted User”.
3. Open a lead and choose the new person in the Owner dropdown at the top of the page.
4. Repeat for each lead.

The new owner gets an email for each lead you give them, and the leads appear in their View My Leads. See Change a lead’s owner.

Related

• Deactivate, reactivate or delete a user
• Change a lead’s owner