If a deal was assigned to the wrong agent or you want to change who the Primary Agent is, follow the steps below.
Note: You can't remove an agent from a deal while they are the Primary Agent.
To change the Primary Agent on a deal:
- Go to the deal.
- Click People in the menu on the left.
- Click the edit pencil ✏️ for the agent you want to make the Primary Agent. (If the agent isn't on the deal, make sure to add them now.)
4. Click Make Primary Agent
If you'd like to remove the previous Primary Agent, use the edit pencil for that agent and click Remove Person.