For this question you will be able to find it by going to the sub-account(s) that need to be transferred then viewing the URL at the top of the screen. Look for the set of number and letters after the sub-account (refer to screenshot)
NOTE : IF this releasing Company Email is incorrect this WILL cause delays in the transfer process. Please double check with your agency admin
1. Please ensure that all users that you want to be transferred over are User Type 'Account' and only assigned to this specific sub-account being transferred. If the user is assigned to any sub-account(s) that are not be transferred, they will remain in the Releaing Agency.
PLEASE NOTE that if the user in the sub-account(s) being released is the same email as the agency that is receiving the sub-account, then the user info will be overwritten with the information in the sub-account being transferred.
PLEASE READ: If you are transfering a subaccount and it has a user email that using the SAME email as the agency admin in the RECEIVING account
Please either:
1. Delete or change the email of the user in the subaccount being transfered
or
2. Create another Agency Admin user for your self to log in as in the receiving account or change the agency admin email.
If the receiving agency admin email is the same as the user email in the subaccount being transfered the subaccount user email will overwrite the agency email and you will not be able to log into your agency view unless you reach out to support.
After a Sub-Account Transfer, will I need to register my A2P Campaigns?
If you are using LeadConnector (LC) Phone System, you will need to register a new campaign in the receiving Agency of the Sub-Account Transfer. This is unavoidable, however, as we know, you can register a Toll-Free Number quickly to get you sending, while you wait for your new A2P Campaign to be registered. See the information below on getting sending ASAP in your new receiving Agency Account for your Sub-Account.Step
1: Register a Toll-Free Number to get your sending ASAP.
Step 2: Register your New A2P Campaign in the HighLevel Trust Center
Step 3: After your A2P is approved, switch back to using your preferred number.
Smartlists:
Smartlists do not get transferred over with the sub-account currently
Multiple Sub-Accounts:
If you are transferring more than one sub-account, you will only need to fill out this form once.