Legacy

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.

Open

Classic View

When the deal needs to be reassigned to another broker select the blue actions button at the top right hand corner

Open

The drop down menu will allow you to select the desired broker 

Open

Velocity 3

In VL3 the modern and classic view will no longer be available.

To re-assign a deal, simply click the 'Assigned to' drop down menu at the top of the screen and choose the correct name.

Open