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The steps below will help you unassign from an agent's consumers:
Step One: Login to the Web Assistant section of your website.
Accessing the Web Assistant tools on a BIRDVIEW Technologies website can be done in one of the following two ways:
The first way is by clicking on the “Web Assistant – Restricted Access Only” link located on the bottom left-hand corner of each page of the website.
PLEASE NOTE: Custom designed websites may have the Web Assistant link located elsewhere on each page, named differently or may not display at all.
The second way is by typing the address for Web Assistant directly into the address field of your web browser. The web address for the Web Assistant login page is the primary address (domain name) for your website followed by /assistant (i.e. http://domain.com/assistant).
The username & password are required to gain access to the Web Assistant. If the login cannot be remembered the Customer Support department must be contacted using one of the following methods to provide assistance in getting you this information:
* Online Form:
http://www.birdview.com/support/forms/password_reset.htm
* Email:
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
* Telephone:
1-877-247-3843 Ext. 403
The Web Assistant login page should now be displaying.
Enter the username & password into the corresponding fields and click the “Login” button 
to access the Web Assistant.
Step Two: Select "Agent / Office Manager" from the "Rosters" menu.
Selecting the Agent / Office Manager option can be done either of the following two ways:
The first way is to place your mouse pointer on the "Rosters" button (in the gold bar) and a drop down menu will appear, then click the "Agent / Office Manager" option from this menu.
The second way is to click on the "Rosters" button (in the gold bar) to access the menu page, then click the "Agent / Office Manager" icon.
If you are on an office site, you may see an office record here, and you will want to click to Edit the Agent Roster:
If you are on a team site, you will see several agent records. Those agents who have agent pages or cards will have an additional button, labeled consumers.
Clicking this button will get a pop up of all leads assigned to that agent on the office site or team site. If the agent has an agent site, it will not display the leads assigned to that site. It will include the client's first and last names, and their email address.
To un-assign a lead, simply click the un-assign button next to that lead, and it will return the lead to the office to be assigned to another agent, or simply to be left in the office.
You will get a confirmation screen to verify you want to un-assign the consumer.
The pop up list will reload, showing any leads still assigned to that agent, or that no leads are assigned.
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