Assign a client to another Financial Mentor

Created by Rocky Webster, Modified on Thu, 04 May 2023 at 03:37 PM by Rocky Webster

This article will show you how to assign a client to another financial mentor.


1 - Navigate to the Client Record.


2 - Click the View all details link to access the Client Intake form.




3 - Click the Edit details button. This will make the form editable. 




4 - Scroll to the bottom of the form to find the Financial mentor field. Click the name of the existing financial mentor to reveal a list of available financial mentors to choose from.




5 - Click the name of the financial mentor you wish to assign the client to. 


Note:  If the financial mentor you are looking for is not in the list, their permissions may need to be upgraded. 




6 - Click the Update client button.


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