Transfer clients to a teammate

When someone moves to another team or territory but stays in the company, you can move their clients without removing them. This is the same handover as for a leaver, with the person kept on.

Open the handover page

1. Open Settings › Team.
2. On the person's row, open the ⋯ menu and press Handover.

The page is titled *What name* knows**. It shows their clients, open promises, open follow-ups and open deals, and a short brief of each client they worked. You can open it at any time, not only when someone is moving: it is a useful answer to "what would we lose if this person went?"

Choose what moves

1. Under Who takes over, pick a teammate under Choose a teammate….
2. The table lists every client they own or work on. Each one is ticked. Untick any client that should stay with them.
3. To send clients to different people, tick Split the book between people and choose who each client Goes to.
4. Choose the extras if you want them: Email them the brief, and Add an "introduce yourself" follow-up for each client.
5. Press Hand over, then Yes, hand over.

What moves with each client

Each ticked client goes with:

• its ownership, or their place on the client's team
• its open follow-ups
• its open deals

Closed deals and done tasks keep the original name, because history is never rewritten.

The person who receives clients gets one bell listing them, and every move is recorded in Settings › Activity (Changes only).

What does not move

• Private mail. Mail synced from the original person's inbox stays with the people on each thread. The successor sees everything that was logged.
• The person. They keep their seat, role and remaining clients. To remove someone, use Leaving… instead — see Handover when someone leaves.