How do I remove (delete) an Agency Sub Account?

When you as an agency end a relationship with a client, you will want to dispose of the sub-account. 


Note: This process will remove the account from your inventory.


Step 1: Delete ALL call tracking numbers.

Go to Assets->Call Tracking, click the 'x' by each call tracking number. If this step is not completed, you will not be able to proceed.



Step 2: Close the account

In the account billing section of the account, click the 'Close Account' button



This is a PERMANENT process. You have to assume this process is permanent and that all data in the account will be lost.

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