Moving Households to Teams

One thing to note when it comes to moving households, all the households are always associated with the team. So let's go back to our main view of seeing

0:08 our firm overview. And if we go to the households here for us to move a few households, let's say we're going to

0:15 move these households, we would do a bulk relocate and be able to move those households to a different team in the account.

0:28 That's how you can quickly move households from one team to the other.