What’s New
Previously, removing a team member left their assigned leads orphaned — the
departed user’s name still appeared in the “Assigned To” column, and those
contacts disappeared from everyone’s “My People” views and lead distribution.
Improvements
- When you remove a team member who still has assigned leads, the confirmation
dialog now shows how many leads they have and asks what to do with them. - You can reassign all of their leads to another team member in one step, or
choose to leave the leads unassigned. - Reassignment happens automatically in the background, even for accounts with
hundreds of affected leads.
Bug Fixes
- Fixed an issue where leads could remain assigned to a deleted or removed team
member with no way to recover them during the removal flow.