Staff Exits & Task Transfers
Mass reassignment of pending reminders with intelligent transfer
Rex allows you to go to a record and intelligently reassign reminders for that record from one staff member to another. The reassignment only affects tasks assigned to the user you are “assigning from”.
Reassignment can also be carried out in bulk from the list view: search for the records you’d like to reassign reminders for, then perform a bulk action to reassign reminders for all selected records to the person you decide. A few minutes of work can mean years of continued business for your real estate agency.
Mass migrate record ownership and permissions
Ownership of records and permissions to access and modify them can also be managed using mass actions. Reassignments done in this way can be carefully fine-tuned so that your changes don’t affect other users with tasks or separate rights to access the relevant records in the CRM.
Rights to perform these types of mass actions are strictly privilege limited. When you have the right privileges, actually processing a reassignment only takes a few clicks and some quick strokes on the keyboard.
Want to see the Rex ecosystem in action?
Book a demo of our products and join over 1,800 agencies using Rex to improve their business every day.
Already a customer? If you require any assistance, please contact our friendly Customer Success team and they'll be please to help.