Inline reassignment from the lead profile
The fastest way. Open the lead, click the assigned-agent pill in the hero row next to the lead's name, choose a new team member from the dropdown, done.
The pill updates immediately and a confirmation toast appears in the corner. A note is auto-logged to Notes & Activity: "Assigned agent changed: [previous agent] → [new agent]", with your name as the actor and the current timestamp.
The Unassign option
At the bottom of the dropdown is an "Unassign" option in red. Choosing it removes the assignment without picking a replacement — useful for leads that need to go back into a shared pool for round-robin distribution.
Reassignment from the Edit Lead drawer
Click the Edit button in the hero row to open the full edit drawer. The Assigned Agent dropdown lives in the middle of the form alongside the lead's other fields. Save the drawer to apply the change. This path also auto-logs to Notes & Activity.
Who can reassign leads
Team Leads and site administrators can always assign. For every other user level, the team decides in CRM Settings → Permissions, under Leads → Assign / Reassign. Out of the box, Team Admins and Managers can assign; Agents, Transaction Coordinators and Marketing cannot. The setting covers every place an agent is chosen or changed — the lead profile, the Leads list, Pipeline, bulk actions, Tasks and Import. Users without it see the current owner as a label; Agents can still claim an unclaimed lead and release their own.
Notifications
The newly-assigned agent receives an email notification with a direct link to the lead profile. This is configured per-team in Settings → CRM.
