Method Community

The Administrator who set up our account has left the company and I have read that I can change the user name to another individual and that doing so will transfer all of the old administrators activities to the new administrator--i.e. from Ted (original admin) to Bill (new admin).   My question is whether this is a global switch of names. ...

Greg, Thanks for the help. Turned out that setting the user to : no sign status and active status resolved my issue. Craig

Hi All, We have recently had some changes in staff at our organization and have added new users but maintained the same total number of subscriptions.  The problem I am running into concerns being able to see the opportunities list from the older employees and transferring those leads to the new employees.  Even though I have set my ...