Transition management is something that needs to be handled with great care. You don't want candidates and clients to go unattended!
Don't stress out if a user leaves your team!
You can transfer their records to another teammate in seconds :)
Follow the steps below to transfer ownership:
Step 3: Click on the pencil icon against the user whose records you want to transfer. This could be a Deactivated user.
Note: You can filter out users based on their status - Active or Deactivated, also, you can search for users by name using the search bar.
Step 4: Click on the "Transfer" button and use the dropdown to transfer records to any other user.
You'll get a success message once the transfer is successful!
This should take seconds :)
Happy recruiting :)