> ## 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 Transfers

> Transfer leads, contacts, and deals between agents in your organization

When agents leave the brokerage, territories are rebalanced, or a client requests a different representative, you can transfer their leads, contacts, and deal history to another agent.

## How It Works

1. **Navigate** to **Organization → Agent Transfers** from the sidebar
2. **Select the source agent** whose contacts need to be reassigned
3. **Choose the target agent** who will receive the contacts
4. **Review the transfer summary** — see how many contacts, deals, and open tasks will move
5. **Confirm the transfer** — all data is reassigned and an audit log is created

## What Gets Transferred

| Data Type            | Transferred | Notes                                           |
| -------------------- | ----------- | ----------------------------------------------- |
| **Contacts / Leads** | ✅           | Ownership changes, history preserved            |
| **Deals**            | ✅           | Pipeline stage and deal value preserved         |
| **Tasks**            | ✅           | Open tasks reassigned to new agent              |
| **Notes & Activity** | ✅           | Full history stays with the contact             |
| **Calendar Events**  | ⚠️          | Past events preserved, future events reassigned |
| **Email Threads**    | ❌           | Remain with original agent's mailbox            |

## Permissions

Only **Admin** and **Owner** roles can perform agent transfers. Regular agents can request a transfer through their team lead.

<Tip>
  For a detailed walkthrough of the agent transition workflow and data review process, see the [Agent Transition](/crm/agent-transition) guide.
</Tip>

## Audit Trail

Every transfer is logged with:

* Source and target agent
* Timestamp
* Number of contacts, deals, and tasks moved
* Who initiated the transfer

This ensures accountability and makes it easy to trace data ownership changes.

## Related

* [Agent Transition](/crm/agent-transition) — detailed transition workflow with data review
* [Members](/organization/members) — manage team members and roles
* [Organization Overview](/organization/overview) — organization-level settings