Overview

Sometimes agents may leave your agency. To make this a seamless transition for the clients who have been working with that agent, you can reassign them to a new agent. 

When a client is reassigned, all of their information from chat messages, to search and saved search history are saved and transferred so the new agent can view all previous activity.

Clients can be reassigned individually or in bulk. We’ll go over both in the steps below. 

If you have your CRM directly integrated, the client/agent relationship in your app will update the assignment in your CRM automatically.

Reassign Clients

Open the Client Activity page to get started. If you’re not sure how to find the Client Activity page, see our article Find and View all Client Activity for a quick tutorial. 

Hint: If you have an agent that is leaving, it’s best to find all of the clients associated with that agent, which means using the Filter by agent filter.

Use the checkboxes to the left of the client names to select all the clients that need to be reassigned. If you want to select every client on the page, click the Select all checkbox.

Once you’ve made your selection, click Reassign Agent at the top. 

The Agent Reassignment window will open. At the top, you will see a list of clients to be reassigned. If you want to remove a client, use the X next to their name. 

Use the To this agent dropdown to select the agent you want all of the clients to be assigned to. When you’re done, click Reassign Agent. 

Still need help? Reach out to us at helpme@ruuster.com and we’d be happy to assist!