If you have a team member that no longer requires access to Funnel, admin users can delete the user.

Go to the Funnel settings, in the top right-hand corner, and select settings:

Navigate to Users, and find the user you wish to delete.

Click the ellipsis, and then delete:

If the user's assigned as the owner of any leads in Funnel, you'll be prompted to assign a new owner.

For example, leads with an 'owner'.

You can choose any other Funnel user:

A few things to consider:

If you're using automations that look at lead owners, these might need to be updated to reflect the deleted user.

Any activity logged on the Lead timeline, by the deleted user, will remain but show as 'unknown.'



Did this answer your question?