To reassign follow-ups, begin at your dashboard, and click the Follow-Up button for the follow-up you wish to reassign:

Next, click the 'Other' tab.

Next, click the 'Outcome' dropdown menu and select 'Transfer'.

Finally, add any notes you would like to include regarding the transfer, then select the user to whom you would like to reassign the lead/member from the Follow-Up With drop-down. Additionally, you may choose to assign all of the referrals linked to that profile to the user to which you are assigning the lead/member, as shown below:

Alternatively, this can also be done directly in the User's profile. Once you have viewed the user's profile, navigate to their Prospecting > Follow Up Tab and use the "Follow-Up With" drop-down menu to select a new follow-up person.

Click here to discover how to transfer follow-ups in bulk.