This can only be done if you have the roll ‘’office manager’’ in the CRM-system. Below you will find a step guide on how to do each task.

Move one or more tasks:

• Click on Lists in the left-hand menu
  
  
• Click on Tasks in the sub-menu
  
  
• Filter to your preferences & chose ‘’include inactive agents’’
  
  

(The tasks will present themselves in a list below)

• Chose the tasks that need to be moved by clicking in the box on the left side of the task
  
  
• Click on ‘’assign tasks’’
  
  
• In the sidebar to the right, click on ‘’assign to agent’’
  
  
• Chose the new agent and click on ‘’Connect’’
  
  

Move one or more leads:

• Click on Lists in the left-hand menu
  
  
• Click on Leads in the sub menu
  
  
• Filter to your preferences & chose ‘’include inactive agents’’
  
  (The tasks will present themselves in a list below)
  
  
• Chose the tasks that need to be moved by clicking in the box on the left side of the task
  
  
• Click on ‘’assign tasks’’
  
  
• In the sidebar to the right, click on ‘’assign to agent’’
  
  
• Chose the new agent and click on ‘’Connect’’
  ​

If you want to move a larger amount of contacts & tasks, please contact support.

Related articles:

How do I delete a lead or task?

To get in contact with Realforce support team, please use e-mail us at support@realforce.com