How to re-assign a client to another agent?

  1. Once in the Client's Module
  2. In the list of clients, click on the name of the client you want to re-assign
  3. Find the "Agency Information” section and then click on “Edit” inside the “General Information” box.
  4. The "Agent" field will appear. Place the name of the advisor to which the client will be reassigned.
  5. To finish click on Done.
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