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How Do I Reassign A Referral From One Team Member to Another?
Follow these steps in your HomeLight Agent Portal.
In the top right-hand side, select the Referrals tab.
Navigate to the drop-down menu on the right-hand side, "Assigned Team Member."
Select the team member you wish to reassign a referral from in the drop-down menu on the right-hand side.
Select the referral you wish to reassign.
Navigate to the drop-down menu on the left-hand side.
Update the "Assigned to" to whichever team member you want to reassign the referral to. Be sure to save by selecting the "Done" button.