This recent improvement in Pipelines allows users to assign agents in bulk. When you assign an agent to a deal card, you now have the option to remove the previous agent linked to that particular card.
Navigation:
- Navigate to Pipelines.
- Choose the deal cards you wish to assign an agent to.
- Click on “Assign Agent” and designate the agent as primary.
- You’ll then have the option to remove the prior agent associated with the card.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/30144806/image2-2-21-1024x473.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/30144859/image3-2-14-1024x468.png)
Note: Upon successfully assigning a new agent and removing the prior agent, a confirmation popup will appear.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/30144952/image1-2-22-1024x471.png)