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There are a couple of different options when you have a consultant leaving. Choose one of the following that best suits what you want:

1. Delete Them

The one that requires the least work from you is to simply delete them from OneUp. You do this via the bottom left Configure Menu, selecting ‘Users’ and clicking the red bin to the right of their name.
Then, on the matrix area above your list of consultants there is an option to ‘Add a user or group’. From here you can choose to include ‘All deleted users’ which will display historic data for these users (as long as you have selected the correct time period from the ‘Period’ drop down menu at the top of the page).
Deleted users data will always remain in current missions by default so as not to hinder the progress of the whole group.
Negatives for this option include being unable to see deleted users’ data on the TV slides (apart from Missions) and being unable to include deleted users data in Charts.

2. CRM House Account

Another option is to create a ‘House Account’ on your CRM system which will act as a hub for all future leavers’ data.
CRM systems often have an option to accurately transfer data over from one user to another - speak to your CRM account manager if you’re interested.
We can then integrate directly with this House Account just as we do any other user and sync the data between your CRM and OneUp.
The data can be included absolutely everywhere that your current consultants data can.
Negatives for this option include being unable to specify between different consultants’ data within the House Account. It will act as a lump sum of previous data.
Also you will have to pay for a CRM licence for your House Account.

3. OneUp House Account

Your final option is to create a ‘House Account’ similar to above, but on OneUp rather than your CRM system.
OneUp would also then have an account that held a lump sum of all your leavers’ data which can be included in all types of reports.
This option requires a little more manual work from yourself though, as you would need to manually add the data you want to keep from your Leaver into the OneUp House Account. It is therefore often not as specific as the CRM option.
As a positive, the licence for a OneUp account is often cheaper than one on your CRM.

Please let a OneUp team member know which avenue you’d like to go down for this leaver and those in the future and we can offer help where required :)
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