/agent-transition) manages the clean handoff of contacts and deal history from one agent to another — whether when agents leave the brokerage, territories are rebalanced, or a client requests a change.
Data Review
Before finalizing a transfer you can audit exactly what’s being handed over:| Item | What transfers |
|---|---|
| Contact profile | Full profile, custom fields, tags |
| Communication history | Call recordings, SMS threads, emails |
| Deal records | All associated deals and their current stage |
| Tasks & notes | Open tasks and the full notes timeline |
| Documents & files | Any uploaded files attached to the contact |
Only organization admins can initiate agent transfers. If you need to transfer contacts but don’t see the option, ask your team admin.
Initiating a transfer
- Navigate to Agent Transition in the sidebar (or go to
/agent-transition) - Search for the source agent (the agent losing the contacts)
- Search for the destination agent (the agent receiving them)
- Select the contacts or deals to transfer — or choose Transfer all
- Review the data preview and confirm
Transfer History
The Transfer History tab logs every completed transfer in your organization:- Date and time of the transfer
- Source and destination agents
- Number of contacts and deals moved
- Admin who authorized it
- A full downloadable report of transferred records
Admin Transfers (Admin panel)
Organization admins can also manage agent transitions from the admin panel at/admin/agent-transfers. This view provides bulk operations, filters by date range, and the ability to reverse a transfer within 30 days if a mistake was made.