Agent Offboarding Request
Please provide the necessary information in order for us to offboard your departing Agent.
Departing Agent Name
First Name
Last Name
Email
example@example.com
FUB Dialer Phone Number (if using)
Please enter a valid phone number.
When is the Agent departing and need to be completely out of the system?
-
Month
-
Day
Year
Date
Which leads would you like re-assigned to remain in the company database?
All Leads (including SOI and Past Clients)
Company Generated Leads that haven't Closed
Company Generated Leads including Past Clients
Other
Where would you like the departing Agent's assigned leads to be routed?
Into a new Pond named "{departing Agent} Pond"
Into your team's current general leads Pond
To the Team Lead/Owner
Other
If we are rerouting their FUB Dialer Phone Number, who would you like to receive incoming messaging and calls?
All current Agents
Admin Only
Team Lead/Owner
ISA(s)
Other
Submit
Should be Empty: