Over the years you will gain and loose agents who work at your office. Having the ability to re-assign a lead from one agent who has left the office or from one who is not working the lead is important.

Step 1: Open Lead Manager

  • Click on Leads to open the Lead Manager

Step 2: Change and Re-Assign the Ownership of your Lead

  • To change the owner of a lead just locate the Contact Owner Details column.
  • Then change the name inside of the drop down to the user seat that you would like to be the new owner of the lead.
  • Once you do this the previous user seat will loose access and the new seat will gain access.
HINT:
If you ever had an agent leave your office and you need to re-assign all of their leads try Filtering the list first to display only Leads assigned to that Agent. This way you can quickly and easily locate and re-assign all of the leads they have worked in the past