When a sub-user account is deactivated, all outstanding tasks assigned to that user will now automatically transfer to the new main agent assigned to those leads.

What’s New:

• During sub-user deactivation, leads must be reassigned to a new main agent.
• Any open tasks that belonged to the deactivated user will automatically move to the new leading agent.
• No manual intervention is required by admins or team leads.
  
  

Why It Matters:

• It prevents crucial follow-ups or tasks from being missed when users leave or accounts are disabled.
• Ensures a seamless transition of responsibility between agents.
• Reduces administrative overhead and avoids data piling up under inactive accounts.
  
  

Who Benefits:

• Team leaders and admins managing agent accounts.
• Agents inheriting leads, who now also get full task visibility and responsibility automatically.
• Clients, since follow-up opportunities are not lost.