How do I reassign a client to another adviser?

1. From your dashboard/landing page, press ‘clients’ to access the clients table.

2. Find the client you wish to edit and click on the "Actions" button next to it.

3. Press ‘edit details’ to access the client details view.

4. Find the 'assign to' field, then select the client's new adviser.

5. Click confirm to save the changes.

You can also reassign multiple clients at once.