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Description

When working in a Brokerage/Office/Team with full sharing enabled, there may be times were you are looking to switch ownership of a client between team members.

To do so, follow the instructions below:

  1. Edit your client's details by clicking the "edit" button when hovered over your client or "details"'
  2. In the client details, there is an Owner field.
  3. Expand the drop down list to view all your unit members and select the new owner of the client
  4. Once you've made your selection, Save All Contact Information

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