How to adjust the reviewers that are set to a transaction?
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When agents are adding activities, they are able to also set the reviewers, if your agency has multiple reviewers there may come a time where the transaction manager has to change the reviewers set within a transaction , in the case that a transaction manager would like to add or remove a reviewer they will go to the activities tab
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Click on your submitted activity
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Click on the transaction
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choose the activity you want to edit
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Change reviewers
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Choose the reviewer
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After choosing the reviewer, click on set reviewers
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And the last step, Save the changes
