Here are the steps on how to remove test users with Motion 2 Data:
- Head over to the Motion 2 component within Site Stacker.
- Click on 'Engagements' and you should see a list of people for all Workflows that are currently in use on your site.
- Search for the Test User that you would like to remove.
- Click the 'Delete' button to remove the test user from the engagement.
- A pop-up box will appear asking if you would like to delete it - click 'Yes'.
- Now that you have removed them completely from the Motion 2 instance, it is time to remove them from the CRM.
- Dive into the CRM component and search for the user that you removed from Motion 2.
- Right-click on the row and choose 'Delete' - Another pop-up box will appear asking if you would like to proceed. Click 'Yes.
10. Apply the previous steps to ALL test users that you have used during Motion 2 testing!
Note: To find a specific person, or search in a specific workflow, next to the 'Add or Delete' button you can search for a person's name, or choose the Workflow with the 'Workflow' or 'Engagement' (if any have been set up) drop-downs.
Modified on Fri, 21 Mar at 8:06 AM
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