When a colleague or the marketer finishes working with the company, you close their account by Deactivate memberClosing the account: they can no longer sign in, their work is kept, and the account can be reactivated. In the ⋯ menu: Deactivate.Where to find itThe member's record › StatusGlossary it. The account's data and their work are kept, and the account can be reactivated later.
When
On a plan paid by card there are two options: As of today (they can no longer sign in from now on, and their subscription ends today) or On the Renewal dayThe day your plan renews and the payment is taken.Where to find itMy subscription › SubscriptionGlossary (they can still sign in until the renewal day). The fee already paid is not refunded, and the subscription cannot be passed on to anyone else. Deactivate memberClosing the account: they can no longer sign in, their work is kept, and the account can be reactivated. In the ⋯ menu: Deactivate.Where to find itThe member's record › StatusGlossary needs a short reason.
What is required
If the colleague is the OwnerThe person handling the company; they get the tasks from the company's replies. If there is none: "No owner".Where to find itDizzlet › Summary, at the bottomGlossary of a mailbox (SenderThe company's mailbox that the campaign letters go out from. Ideally a new mailbox used only for campaigns, on the company's domain and in the sending person's own name.Where to find itMail › SendersGlossary), you have to say who takes it over: a member of the senders' GroupA circle of members who see the same campaigns, senders and letters.Where to find itTeam management, one section per groupGlossary, or an User / Administrator / SuperuserThe three roles: works in their group / sees and manages everything / on top of that, plans, bank card, invitations. The first person from a company to sign in is a Superuser.Where to find itTeam management, the member's row; the member's record › RoleGlossary or Superuser. From then on, that person gets the tasks from the replies arriving in those mailboxes.
What the handover moves
The colleague's tasks and DizzletA company's own record in the system: its details, contacts, touches, tasks and campaign.Where to find itLeft sidebar › DizzletsGlossary stay with them until ApexThe assistant we built ourselves, the one you talk to; this row takes you back to the conversation.Where to find itLeft sidebar, top rowGlossary hands them over: right after Deactivate memberClosing the account: they can no longer sign in, their work is kept, and the account can be reactivated. In the ⋯ menu: Deactivate.Where to find itThe member's record › StatusGlossary it suggests who should get them, with a second Approval requiredApex's approval button, when it does something only with your approval (Approve / Decline).Where to find itConversationGlossary. You can also ask for the handover at any time later.
What stays where it is
Campaigns stay in their GroupA circle of members who see the same campaigns, senders and letters.Where to find itTeam management, one section per groupGlossary. Their Apex conversations are personal and stay with them. The API and webhooksConnecting your own system (for example a CRM): Keys, Call log, Webhooks.Where to find itAccount menu › API and webhooksGlossary they created stop working at once, and their WebhooksEndpoints that Trendizz sends events to, for example Positive response.Where to find itAPI and webhooks › WebhooksGlossary endpoints deliver nothing until an User / Administrator / SuperuserThe three roles: works in their group / sees and manages everything / on top of that, plans, bank card, invitations. The first person from a company to sign in is a Superuser.Where to find itTeam management, the member's row; the member's record › RoleGlossary or Superuser takes them over. After that, they are tied to the plan of the person who took them over, so that person needs a paid plan too.
Where to find it
Account menu › Team management › the member › Status › Deactivate member (in the ⋯ menu on the member's row: Deactivate)
Ask ApexApex sets it up, with your approval
We've finished working with Mark. Deactivate him and hand his tasks over to Ben.
You allow the deactivation and the handover with one approval button each.