In order to transfer a lead's currently assigned Agent, or to assign the lead to a Buyer Agent or Listing Agent, you can do so through the lead's profile within the blue box located toward the top, right-hand side of the page.
Transfer Lead
If you'd like to transfer the lead from one Agent account to another Agent (or Lead Matching rule) on your team, this can be done by selecting the Transfer button next to the specific Agent you'd like to transfer.
While Agent users will only be able to transfer leads assigned to them, as a Broker/Admin user, you can transfer leads among all Agents associated with your team -- regardless of whether the Agent is a Buyer Agent or Listing Agent.
In the case where an Agent is assigned to both the Buyer and Listing Agent sides of a Buyer/Seller lead, you'll have the ability to transfer either, or both sides of that lead to another Agent.
Clicking the Remove link next to an Agent's name will remove that Agent from that side of the lead, making the lead either a Buyer OR Seller lead only.
Once you've selected the option to Transfer a given lead, a pop-up window will display, where you can select the Agent to receive the lead through the transfer, add an optional note to be sent to the receiving Agent, and a checkbox for whether or not to send an email notification to the Agent having the lead transferred away from them.
You can also select to transfer the lead to a Lead Matching rule for your team.
There will also be a choice to select to move the lead and maintain their current category, instead of having them automatically categorized as New in the receiving Agent's account
Once you've done so, select the Transfer button to complete the transfer!
Once a lead has been transferred away from an Agent's account, it will no longer be possible for that Agent to view or edit the lead profile or contact the lead through the system.
Multi-Agent Lead Assignment
If you have a Buyer/Seller lead that you'd like to have assigned to two different Agents at once (one on the listing side, and one on the buying side-- so that they can both work with the lead at the same time), there are just a few steps needed to accomplish this!
Like with a transfer, navigate to the lead's profile page, and go to the blue box location in the top, right-hand corner of the page.
Depending upon which side of the lead the currently assigned Agent is already assigned to, you'll see an option in the other Agent field to Assign to Listing Agent, or Assign to Buyer Agent.
Once you've selected the assignment option, a pop-up window will display, where you can select the Agent to receive the lead through the assignment, and add an optional note to be sent to the receiving Agent.
