Reassignment hands a lead off to another agent — anywhere in your agency or its sub-agencies. It's not instant: the other agent gets an invite and has to accept before the lead becomes theirs.
Getting there
Open the lead's profile and find the Reassign field, or select the lead on the Leads page and choose Reassign under Lead Management in the Actions menu.
Finding an agent
Click into Reassign and search for the agent by name. Results are grouped by agency — your own agency, plus any sub-agencies underneath it — so you can reassign to any agent at any level of your agency's structure. Each agent's agency is shown next to their name, which helps tell apart two agents who happen to share a name.
Sending the invite
After you select an agent, AdvantaCRM confirms before sending: "Send reassignment invite?" You can optionally add a note — something like "Please follow up by end of week..." — then click Send invite.
The agent you're reassigning to won't see the lead's MBI until they accept the invite.
While it's pending
Once sent, the lead shows a small pending icon next to its name on the Leads list. Click it to see who the invite went to and when, or to Revoke reassignment if you change your mind.
Until the other agent responds, the lead stays fully yours and works normally.
