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Let new employee inherit former employees contacts/clients/...

Apr 24, 2017 at 02:53 PM


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Dear C4C-Pros,

I have a simple task, one employee left the company, a new one takes his position.

I have now just changed former employees Name and Email to the new guys details. So he will directly see "his" opportunities. - But this way of doing it doesn't feel right.

Is there a procedure how to handover this to a new employee?

Is there any negative aspect of the way how I did it?

Kind regards,


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