Reassigning owning neg/ branch on People

This article will show you how to change the owning negotiator or branch on an applicant or vendor registered within Rezi.

Click here for the video guide

Click into the 'People' tab on your home screen, then select a list you would like to work from. (These filters can be changed once you are on the list)

Click on the 'Filters' icon to filter the list as you wish, for example, by negotiator you want to re-assign from. Click 'Update' once you have selected the filters you want. These will show up as an orange box. To remove any of these filters, simply click the 'x' on the orange filter you want to remove. Once you have the selected list, click into the 'Details' section of the applicant/ vendor card.

In the applicant/ vendor card, click into the 'Actions' menu and select the ''Negotiators' ' option.

Once here, select the new negotiator you wish to assign to this contact, select the new branch (if needed) and be sure to tick the 'Also assign searching roles' to ensure any active searches are also reassigned. Once this is all complete, select 'Save changes'.

You will receive a notification in the bottom right to show this action is being performed. Click 'OK' on the final screen to finish this task. Or if you wish you can 'Go back' and make further changes.

Continue this operation to reassign any further applicants/ vendors.

See the Reassign property guide here

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