There can be many reasons why a contact needs to be reassigned and we've made sure that reassigning contacts is as easy as possible! Contacts can be reassigned to individual Agents, Ponds, or Groups.
Reassigning a Single Contact
To reassign a contact manually, open the lead you want to reassign, hover your mouse over Agent and then click on the Pencil Icon that appears.
Then select the new agent/pond/group to assign the lead to.
To save the changes, click the green icon.
Reassigning Multiple Contacts
You can also reassign multiple contacts in one go using Mass Actions.
Reassigning a Contact to a Group
If you prefer not to reassign a contact to an individual agent, you can reassign the contact to a Round Robin or First to Claim group as shown here.
What happens with tasks when a lead is reassigned?
Tasks created by action plans are reassigned to the new agent if they were originally assigned to the "assigned agent" within the action plan.
Manually created tasks and action plan tasks that were originally assigned to a specific user, for example, an ISA are not reassigned automatically. These tasks can be reassigned manually by clicking on the task and adjusting the assigned agent.