How to Transfer Inventory Listings (for Admins only)
NOTE: to transfer inventory listings a user must have Admin privileges.
Inventory listings can be transferred between brokers by YachtCloser users with Admin privileges. To transfer a listing record, impersonate the Broker you are transferring the listing from, by clicking the broker's name under the "Viewing As" button. Then find the correct Inventory Listing and click on the broker's name, which is a hyperlink, as displayed below:
After clicking on the broker's name, the Listing Transfer pop-up will appear. Select the broker's name you would like to transfer the listing to, and click Save.