> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent Transition

> Transfer leads, contacts, and deal history when a client moves between agents

The Agent Transition page (`/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   |

<Note>
  Only organization admins can initiate agent transfers. If you need to transfer contacts but don't see the option, ask your team admin.
</Note>

## Initiating a transfer

1. Navigate to **Agent Transition** in the sidebar (or go to `/agent-transition`)
2. Search for the **source agent** (the agent losing the contacts)
3. Search for the **destination agent** (the agent receiving them)
4. Select the contacts or deals to transfer — or choose **Transfer all**
5. Review the data preview and confirm

The destination agent immediately gains access to all transferred records. The source agent's access is revoked automatically.

## 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.

<Tip>
  Before transferring, make sure the destination agent has been properly set up — phone number assigned, email connected, and workflow automations configured — so the new relationship starts seamlessly.
</Tip>