Disable a Rep Within a Group
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At times it may be necessary to disable a rep within a group. These members are not visible on a regular basis and will not be included if you select to contact these group members. View them at anytime by clicking Show Disabled group members. The history of their participation in this group may be preserved this way.
- Click Groups in the left-hand menu.
- Click the Roster tab of the desired group
- Click to select the member or members that should be disabled.
- Click Disable Selected members.
Note: You can also view their group participation on the Reps tab of the member record. Make changes to the reps status from the Reps tab by clicking the Group name.
Note: Both active and inactive reps may be set as disabled. Inactive reps, that are not disabled, are still included in emails sent to the group.