We’re thrilled to share a fantastic new feature designed specifically for small business owners! No more hassle or waiting for support tickets when you want to transfer multiple subaccounts. Let’s dive into what makes this update a game changer for your agency.
📌 Why This Matters
Managing multiple subaccounts can be a challenge, especially if you’re juggling various clients and locations. This new feature streamlines the process, allowing you to move subaccounts effortlessly. This not only saves you time but also ensures your operations run smoothly, letting you focus on what you do best—growing your business!
✨ What’s New
- Select & Transfer Multiple Subaccounts: Easily move several subaccounts to another agency by simply entering the receiving agency’s relationship number!
- Flexible Selection Options: You can now choose subaccounts individually, use a ‘Select All’ button, or input a list of comma-separated location IDs for quick selection.
- New ‘Subaccount Transfer’ Menu: Access a dedicated menu on the Subaccounts page to initiate, track, and manage all transfers and ejections from one central location.
- Enhanced Tracking Screen:
- The receiving agency owner can accept or reject all transfers at once.
- The sending agency can monitor the transfer status of each subaccount.
🛠️ How to Use It
- Step 1: Navigate to the Subaccounts page and find the new ‘Subaccount Transfer’ menu.
- Step 2: Select the subaccounts you wish to transfer, enter the relationship number, and confirm your action!
💡 Pro Tip
Always double-check the subaccounts selected for transfer to ensure a smooth process and avoid any misunderstandings!
