A sub-account transfer is the movement of a sub-account from one Agency (Releasing Agency) to another Agency (Receiving Agency). It is not a merge, we cannot merge the data of one sub-account and put it in another, nor can we transfer the sub-account partially (some data not other). Contact [email protected] for the receiving Agency relationship ID.
Steps to Transfer a Sub-Account to OS
Step-1: Go to Agency Level > Sub-Accounts. Go to Manage Client for the sub-account that needs to be transferred.
Step-2: Select Actions > Transfer Sub-account
Step-3: Enter the Relationship Number of the agency that you need to transfer the sub-account to.
Step-4: A request will be sent to the OS upon confirming the action. The sub-account will be transferred as soon as the request is approved.
What Information and Assets are Transferred Over?
Websites and funnels will all be transferred.
GHL calendars will get transferred over.
Note: The external calendar integrations will be disconnected.All automation will be transferred over in Live state.
Contacts and their conversations, appointments, opportunities, and history will be transferred over.
Contacts will remain in the workflow.
The workflow-enrolled data remains as it is in workflows.
Access to Memberships will remain.
All feed data (including channels)
All learning courses
Events
Leaderboard
Members
Stripe accounts associated with members' payments
Sub-account level API Keys will remain the same.
Only users with User Type 'Account', and only assigned to that particular sub-account and no other sub-account will be transferred.
What Information and Assets are NOT Transferred Over?
All auth connections will be deleted (ex: Google, FB, Instagram, Quickbooks, Clio, DrChrono, Listings)
All Facebook and Google settings will be cleared
Sub-Account-level Stripe fields will be cleared
Any SaaS setting will not be transferred over.
Note: SaaS mode will automatically be disabled before the transfer takes place.
Smartlists do not get transferred over with the sub-account currently
All active subscriptions like Wordpress, Yext, Whatsapp, Dedicated IP etc. won't get transferred. They'll have to be cancelled before the transfer can happen.