Assigning a Client in the CRM

Description: As the admin of a website, you can assign clients and new leads to any agent within your group. This is a simple process if you choose to do this manually versus changing your lead routing to assign clients to specific agents.

1. Log into your website
2. You can use the search or agent filters to find any unassigned clients
3. Click on the client's name to view profile
4. Click the Update pencil icon
5. Toward the top of the update page you should see a field called Preferred Agent
6. Select the agent you wish to assign the client to
7. Scroll down and click Update