Reassign team contacts

 

In this section

 

 

Team Members: Reassign team contacts

 

As a team member, you can reassign leads to your team leader. Your leader will then redistribute these leads out. Again, reassigning a lead means your marketing will not appear to the lead and you will no longer be the main point of contact.

 

From the contact list

  1. Click Contacts from the left navigation panel.
  2. Locate the contact you’d like to reassign.
  3. Click Actions and select Reassign Contact from the dropdown. This will open up a pop-up.
  4. Add any comments about the lead and click Reassign.

 

From the contact profile

  1. Click Contacts from the left navigation panel.
  2. Locate the contact you’d like to reassign. Click a contact’s name to enter their profile.
  3. Click More and select Reassign Contact from the dropdown. This will open up a pop-up.
  4. Add any comments about the lead and click Reassign.

 

NOTE: It takes five to ten seconds for us to reassign your lead. If you still see the contact on your list, refresh the page after a few moments.

 

Team Leaders: Reassign team contacts

 

As a team member, you can reassign leads to any team member.

 

From the contact list

  1. Click Contacts from the left navigation panel.
  2. Locate the contact you’d like to reassign.
  3. Click Actions and select Reassign Contact from the dropdown. This will open up a pop-up.
  4. Search for an eligible agent you’d like to reassign the lead to.
  5. Add any comments about the lead and click Reassign.

 

From the contact profile

  1. Click Contacts from the left navigation panel.
  2. Locate the contact you’d like to reassign. Click a contact’s name to enter their profile.
  3. Click More and select Reassign Contact from the dropdown. This will open up a pop-up.
  4. Search for an eligible agent you’d like to reassign the lead to.
  5. Add any comments about the lead and click Reassign.

 

NOTE: It takes five to ten seconds for us to reassign your lead. If you still see the contact on your list, refresh the page after a few moments.

Gloria Choi February 25, 2019
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