- Click the Contacts tab
- Search for your contact in the left side panel and click on their name to be taken to their summary.
- On the Right side of the contact summary will be a section to set the controlling agent.
- Use the drop down box to pick the new agent and Press Update. You can use the tick box to make the contacts private.
- A pop up box will notify you that the changes have been made!
Note: if an agent does not appear in the select box their role permissions may need to be changed to allow them to be a controlling agent.