How to change the assigned agent of a contact

You can change the assigned agent of a contact so that the correct agent will be notified of all contact activity.

Step 1: 

Go to the Contacts tab and find the contact that you want to change the assigned agent for.

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Step 2:

If the contact is Unassigned to any agent, click +Assign and choose the new agent from the dropdown menu. 

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The contact will now be assigned to the agent that you chose. If you want to change the contacts assigned agent, proceed to Step 3.

Step 3:

Click on the agent profile circle.

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Step 4:

You will enter the contact page with details specific for that particular contact. On the left, click the currently assigned agent. 

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Step 5:

Choose the assigned agent from the dropdown menu.

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The contact will now be assigned to the agent that you chose.

 

To learn how to change the assigned agent of multiple contacts at once, check out this article