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Remove prior assigned agents when assigning agent as bulk

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.


  1. Navigate to Pipelines.
  2. Choose the deal cards you wish to assign an agent to.
  3. Click on “Assign Agent” and designate the agent as primary.
  4. You’ll then have the option to remove the prior agent associated with the card.

Note: Upon successfully assigning a new agent and removing the prior agent, a confirmation popup will appear.

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