All Collections
Prospect & Client Management
Moving Accounts to Another Team
Moving Accounts to Another Team

How to move accounts from one team to another

Updated over a week ago

To move an account from one team to another, go to Accounts > All Accounts (Or, you can choose either clients, prospects, favorite or archived if you know where the account is at)

Check the box to the left of you account(s) that you wish to move.

Once you've made your selection of account(s) to move click on the Move button from the top navigation.

Choose the team that you wish to move the account to.

The account will then be under the new team.

Note: There is no limit to the number of times a client/prospect can be moved.

Keywords: moving clients, moving prospects

Did this answer your question?