| Receiving subscription transfer requests |
Resolution | - From Operations drop down, select Invitations.
- Select Subscription transfers tab.
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In the Pending list, find the invitation, then select Accept. -
The invitation needs to be related with a client in Client Management.
- You'll be presented with a preview of your new monthly charges. Select Continue.
- Review the terms and conditions. Then select the box next to I understand the consequences...
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Select Accept invite. -
You'll receive a success message. Select Close. You will now see this client in your Clients and prospects list with the subscriptions owned by you in the client's product area. |
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