Scenario
You are an Exclaimer reseller and want to add a customer with an existing subscription to your reseller account.
Resolution
Follow this quick and easy guide to ensure a successful transfer:
- Raise a Support ticket.
- From the How can we help? drop-down list, select the Account Support option.
- From the What would you like help with? drop-down list, select the Change to/from reseller or distributor option.
Submit a request screen.
2. Provide as much information as you can:
- 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.
- 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.
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.
Once all the necessary information has been provided, invoices are clear, and the SUB ID confirmation is received, then 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.
NOTE: Throughout the transfer process, please communicate with all parties involved and ensure their agreement and understanding of the steps involved. If any issues arise or if you require further assistance, raise a Support ticket.