How to transfer a customer to a new reseller

Scenario

You are an Exclaimer reseller and need to transfer a customer to another reseller.

Resolution

follow this quick and easy guide to ensure a successful transfer:

1. Draft a Transfer Request email to SOP@exclaimer.com and provide the following information:- 
   • Subscription ID: Include confirmation of the SUB ID associated with the customer's account that needs to be moved to the new reseller. This ID helps Exclaimer identify the specific account and facilitate the transfer accurately.
   • Name of the End User: The name of the customer who is being transferred.
   • Name of the Current Reseller: The name of the reseller that currently manages the customer's account.
   • Name of the New Reseller: The name of the reseller who will be taking over the customer's account.
   • Approval of All Involved Parties: Make sure that all parties involved in the transfer, including the customer and both resellers, have given their approval for the transfer to take place.
   • Preferred Date of Transfer: Specify the date on which you would like the transfer to occur. Please note that the actual transfer may take 1-2 business days from the requested date.
   • Owner/Portal Email Address: Provide the email address associated with the customer's account owner or portal administrator.
   • Invoicing Email Address: Specify the email address where invoices should be sent for the customer's account. 
   • Preferred Payment Type: Indicate whether the customer prefers to make payments on a monthly or annual basis.
   • Preferred Payment Method: Choose the preferred payment method for the customer's account, such as credit card, direct debit, or payment on invoice.
   • Proof of Paid Invoices: Provide written confirmation or proof of any outstanding invoices that have been paid prior to the transfer request.
2. The Exclaimer Accounts department will verify that all invoices are clear before proceeding with the transfer. Please make sure all outstanding payments have been settled to avoid any delays in the transfer process.
3. Once all the necessary information has been provided, invoices are clear, and the SUB ID confirmation is received - Exclaimer will process the transfer within 1-2 business days. The customer's account will be moved from the current reseller to the new reseller, ensuring a smooth transition.