Assign listing to new agent

How can I update the assigned agent on a listing?


You can change the listing agent in Agent Portal in the My Sales screen.

We’ll show you how to assigning a listing to another agent.

Important:

If a listing has been created using a CRM system, do not make any changes manually. Only use your CRM system to make any updates or changes.

Note:

Re-assigning sold/rented listings can only be done by sending the listing live, assigning to the new agent and changing it back to sold/rented again.

 

  1. Login to Agent Portal and click My Agency.

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  2. The number next to R, C or B will link to all live listings assigned to that agent, including any sold/leased and withdrawn from the last 4 weeks. Click the number.

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  3. Once you’ve found the listing you’d like to reassign, click Edit.

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  4. Click Property Details from the side menu. Click the Sales Agent drop-down menu then select another agent. Click Save.

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  5. You will see the confirmation at the top of the page. If you’d like to check the listing has been reassigned, click My Agency from the top menu.

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    We can now see the listing has been reassigned to a different agent.

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 Congratulations!

You’ve assigned the listing to a new agent.

 

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