How to Reassign Leads & Job Files in Bulk

In some cases, we need to reassign multiple jobs or leads from one person to another. This can be done using the tools tab in the navigation bar at the top. 

On the left, you will see a list of all users who currently have jobs assigned to them. Find the user whose job files need to be reassigned and select their name

1. Select the user you would like to reassign the jobs from.

2. Use the checkbox to select the job(s) you would like to reassign.

3. Click the new user that you would like to move the job to.

4. Click “Reassign Jobs” in the lower left-hand corner