1. When an agent creates Lead / Quote / Order it will be assigned to him automatically
2. 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
3. You can reassign one or a list of orders to different agent from the Order's list
Select the user from the list
Set user as Owner if the same user will be dispatching
