How to Change Who a Client is Assigned To

If a client ever shifts hands from one team member to another, the process of changing assignment within Senior Place is super quick! Follow these three steps:

1) Navigate to the relevant Client profile

2) Click the Assigned to box

Have more questions? Feel free to reach out to us at support@seniorplace.com!

How to Change Who a Client is Assigned To

1) Navigate to the relevant Client profile

2) Click the Assigned to box

3) Click the Dropdown and Select the new Assignee