What happens to a removed teammate's history?
Download MarkdownRemoving a member never erases their work. Every transaction, task, commission entry, and rehab or flip item they touched keeps its attribution, relabelled to show the person is gone.
Removing a member never erases their work. Every transaction, task, commission entry, and rehab or flip item they touched keeps its attribution, relabelled to show the person is gone.
The label reads Former member followed by the name or email captured at the time they were removed, and it is not selectable. You can still see who did the work historically, but nothing new can be assigned to them, so a closed month keeps reading the way it read then.
Because commission history has to stay intact, deleting the underlying account is guarded while commission records still point at it. If you need an account fully removed, that goes to a human on the LeadAttractor team.
Related Articles
- What is the difference between my plan and my wallet?Your plan (Starter, Professional, or Scale) is your recurring monthly platform fee, billed through Stripe. The wallet is separate prepaid usage credit, at 1 credit = $0.01, that the metered features draw from.
- What are the plan tiers and prices?Review the current CloseMagnet Pricing page and your own Account & Billing screen. Your agreement, enabled features and included allowances determine what applies to your account.
- What draws credits from my wallet?The credit wallet (1 credit = $0.01) is drawn down by:
- How much are voice minutes?Your Billing page shows your account's configured Voice display rate as $X/min. Final usage is recorded only after a connected call settles. Dial tone, unconnected attempts, and temporary authorization holds are not finalized usag