How to Reassign Clients

Reassign and transfer clients to other team members

1. On the main home page under the Dashboard tab, click Clients. Or still on the homepage, click Clients. Both will take the user to the Manage Clients page.

2. On the Manage Client page, click the pencil icon beside ✏️ Manage of the client you want resigned to another team member. This will take the user to the Client Information page.

3. On the client’s page, click the dropdown arrow located in the box under Owner. Here, adjust which team member owns which client. Then click Save.

4. To transfer multiple clients at once click the Settings tab. When the flyout appears, click the Team Members tab. Then on the Manage Team Members page, click Transfer Clients.