Step-By-Step - Assign a Deal to Someone
Velocity³
Simply select the name of the Agent you wish to assign the deal to from the drop down menu on the right.
Classic View
To assign a deal to someone else in your brokerage in the Classic View, click the Actions button in the top right corner of the screen. Then select Reassign File.
Select the person you would like to assign the file to from the drop-down menu. Then click Reassign.
Modern View
To re-assign a deal to someone in the Modern View, simply click the Assigned drop down menu at the top of the screen and choose the correct name.
Both Modern and Classic View
The file will now show up on the assignee’s Dashboard but you will still be able to access and edit the file.
Their name will appear as Assigned.
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