Allow LO Teams to Reassign Prospects

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

Among these settings, you'll have access to allow LO teams to reassign prospects.

How to Set Up

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

 Navigate to Company Settings and then Basics Settings:

Scroll down to Basic Settings and select the option to Edit Basic Settings:

Select the option to Enable Reassign Prospects to New LO Teams. Make sure you select Save to confirm the changes:

 Success! LO teams can now reassign a prospect if needed from their own portal.