Jobs and Phases can be transferred to another user through the Pipeline. Note that if you have rep-permissions, once transferred to another user, a job will no longer appear on your Pipeline.

You can do this by following these steps:

1. Click Ownership

2. A pop-up "Ownership Management" window will appear on your screen.

3. You may opt to re-assign per Job Phase, using the Job Phase option. Should you do this, start with choosing an Organization (this is the organization of the user you will assign a phase/s to), then the user it will be assigned to, and the job phase/s that you will assign to him or her. Note that the all job phases will be listed in checkboxes. Kindly tick all that is applicable, then click Update.

4. A friendly reminder to always click Save after clicking Update. You'll find a screenshot for reference below.

5. If your organization has partnership/s with other organizations, you can also choose to re-assign the whole job to another organization through the Site (i.e. Job Transfer) option. Here, you'll be asked to choose an organization to reassign the job to.

Here are screenshots to show these steps one by one:

Step 1

Open

Steps 2-4

Open

Steps 4-5

If you're unable to find a certain job on your Pipeline, there are many possibilities. But one could be, that the job has been re-assigned. In this case, you may reach out to EverBright Support through email (support@goeverbright.com) or chat and we'll be happy to check for you. We'll just need a few details. 

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