How to assign or reassign Orders to Users

Assigning/Reassigning orders or jobs is helpful when a team member leaves, changes roles, or is no longer handling specific tasks. It's also commonly used when you add a new user to your team, want to balance the workload, or clean up records from a removed user.

There are a few ways the User can be assigned/reassigned to the Order/Job:

➤ When an agent creates a Lead / Quote / Order – it will be automatically assigned to them.

➤  If, while creating an order, you need to assign it to somebody else, 

type at least 4 characters in Sales Person. If the same person will be dispatching - type his name in the Owner

➤ You can reassign one or a list of orders to a different User from the Orders or Jobs list

How to Reassign Orders or Jobs:

1. Go to All Orders or All Jobs.

2. Use the checkboxes to select the records you want to reassign.
   

3. Click Action → Assign User

4. Choose the new user from the dropdown. Set the User as Owner if the same user will be dispatching
   
   

5. Click Assign to apply changes.