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. We have a process in place to ensure our staff do not dispose of the wrong 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.

Step 2: Add the word -DELETE to the account name 

Go to Adminstration->Account settings, add the -DELETE to the end of the account name. Thus if your sub-account is Acme Inc., the new account name will be Acme Inc. -DELETE

Step 3: Notify Support

Send an email to support @ or open a support ticket that instructs the support team to remove the account. The email must be submitted by an employee of the account that has edit privileges for the sub-account via your master agency account. If there is an existing call tracking balance in the account, please list which account you want the balance transferred to.

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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