what is the best way to add a new user, delete another and switch all those contacts to new user
The best scenario would be to add the new user first. Then, you can assign contacts/tasks/opportunities over automatically, during the deactivation process of the old user. Another option would be to âre-purposeâ the old user. Our support team can assist with this at 1-866-800-0004 Ext 2. The current âInfusionsoft IDâ can be unlinked from this user, and a different email can be linked up, and a new user could just slide into the old userâs seat, without the need to âreassignâ things.
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