Transferring sub-accounts is a streamlined process designed to enhance account management and efficiency. Here’s a detailed guide to help you manage sub-account transfers effectively. Reasons for Transferring Sub-Accounts Transferring sub-accounts may be necessary due to organizational changes, shifts in account ownership, or to improve management efficiency. This feature allows sub-accounts to be managed by appropriate users or teams without losing data or disrupting services. Step-by-Step Instructions for Transferring Sub-Accounts 1. Access the Transfer Feature: Go to the sub-account section in your Agency dashboard. 2. Choose the Sub-Account: Find the sub-account you wish to transfer. Click the three-dot menu and select "Manage Client" to confirm you are transferring the correct account. 3. Start the Transfer Process: Click on the "Transfer Subaccount" option from the actions dropdown menu. Enter the Relationship Number for the receiving agency. Ensure the details are correct to avoid issues. 4. Confirm the Transfer: Review the transfer details and follow the on-screen instructions to complete the transfer request. Make sure to read and accept the Sub-Account Transfer Guidelines. 5. Finalize the Transfer: Once confirmed, a transfer request will be sent to the recipient agency. The sub-account will be transferred once the receiving agency approves the request. 6. Monitor the Transfer: Track your transfer requests by going to Agency Level > Sub-Accounts and selecting "Sub-Account Transfers." You can cancel a request if needed by clicking the three-dot menu and selecting "Cancel Request." Step-by-Step Instructions for Receiving a Transferred Sub-Account 1. Initiate the Transfer Request: The transferring agency must request the transfer by following the steps provided. 2. Review the Transfer Request: You will receive an email notification about the transfer request. Click "Review Request" to proceed. Alternatively, navigate to Agency Level, select "Sub-Accounts," and choose "Sub-Account Transfers." 3. Approve the Request: On the Transfer Requests page, approve the request. The sub-account will be transferred to your agency upon approval. Important Considerations Data Integrity: Verify that all data, including contacts, campaigns, and settings, are accurately transferred. Back up crucial data before initiating the transfer. Notifications and Verification: Both the releasing and receiving agencies should monitor their emails and notifications to confirm the transfer's success and address any issues. Transferred Data and Assets: Included: API keys, funnels and websites, calendars, automation-enrolled contacts (workflows will remain published), and contact history. Excluded: Authentication connections (e.g., Google, Facebook), Facebook and Google settings, Stripe fields, SaaS settings, Smartlists, Mailgun/SMTP settings, active subscriptions (e.g., WordPress, Yext). Phone Number Transfers: Both Agencies Using LeadConnector: Phone numbers will transfer automatically with the sub-account, retaining the A2P DLC status. One or Both Agencies Using Twilio: Phone numbers will not transfer. Coordinate with Twilio to transfer any desired phone numbers. Troubleshooting Common issues may involve permission errors, data discrepancies, or verification problems. Consult the support team if you encounter difficulties during the transfer process. Frequently Asked Questions (FAQs) Q: Can I merge two sub-accounts? No, sub-account transfers involve moving the entire sub-account rather than merging its data. Q: Are HIPAA-enabled sub-accounts transferable? Yes, but only if the receiving agency has the HIPAA Compliance add-on package. Q: What preparations are needed before transferring a sub-account? Ensure all users are assigned to the sub-account, disable SaaS mode for SaaS sub-accounts, and cancel all active subscriptions. Q: What steps should I take after the transfer? Reconnect authentication connections, reinstate integrations, set up the sub-account-level Stripe account, re-add email services, and re-enable SaaS if applicable. Q: Will deleted workflows be visible after a location transfer? Deleted workflows from the previous location will not appear in the new location’s "Deleted" tab. Only new location’s deleted workflows will be visible.