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Shreeya Dangol
Written by Shreeya Dangol

How to Transfer Clients of Existing Assignee?

Step 1 -- Go to Client Tab

Step 2 -- From Client Page, Choose a client that you would like to have different assignee.

Step 3 -- You will be transferred in Client information page. Scroll down until you find internal section and Select the assignee that you would like.

Step 4 -- Click Save button afterwards