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
1. Go to the desired Lead Profile
2. On the left-hand side, navigate to the Details section
3. Hover your mouse over Agent or Lender >Click the Pencil Icon
4. Search and Select the newly assigned agent/lender > click the Green Checkmark to save the changes
Reassigning Multiple Contacts
You can also reassign multiple contacts at once using Mass Actions.
Reassigning a Contact to a Group
If you do not want to reassign a contact to an individual agent or pond, you can reassign the contact to a Round Robin or First to Claim group on the lead profile as shown here.
FAQs
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.