Outlook CRM for Teams | Prophet CRM

How to Delete a User

<div>&lt;iframe width="1120" height="630" src="https://www.youtube.com/embed/cFyf__pDuFs?rel=0" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen&gt;&lt;/iframe&gt;</div>

Deleting a User Step by Step:


There are two key things to note before deleting a user. #1: If you do not reassign the records assigned to the user prior to deleting them then all the records will not be visible to other users and have to be reassigned one by one by the admin. In short, they will no longer be kept in an organized list. #2: Deleting a user does not cancel the license and you will continue to be billed for the said license until the contract expires or you contact Prophet CRM directly

Step One: Navigate to the User Management menu

Step Two:
Select the Delete button next to the user who you want to delete from the system

Step Three:
Click the Yes button to confirm you want to delete the user

Back to the Admin Beginner Guide 

Contact Us

Please fill out the form below
or call 1-800-399-8980 24 hours!

Success/Error Message Goes Here

Testimonials

"We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company."

- Frank Mueller, CEO R&R Design

"Each salesperson is like their own business. I tell them to look at their business, understand their business, and take responsibility for it. Prophet helps each of us do just that. It keeps us focused so we don’t get lost in the day-to-day. In our business, it is grow or die. And Prophet helps us grow."

- Charlie Frysinger, President Tyoga Container Company

"As we consider expanding CRM systems to our other affiliates our familiarity with Prophet and comfort level with Avidian’s expertise made the analysis easier. It just works, and their supporting services are good — which is refreshing considering the everyday challenges my team face as an IT service provider."

- Eric Shelton, VP Information Technologies

See More Testimonials