How to Assign a Contact to a Team Member

  • Assign to

This functionality is perfect for teams and brokerages. Use this if you wish to retain ownership of this contact, but assign it to another team member so they can modify the contact data. To assign a contact to non agent:

1- Click the green pencil next to "assigned to"

A window will open

2- Choose the team member you want to assign the contact to

3- Click "Update Assigned"

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