Sometimes a customer may ask that a colleague be given the ability to manage a subscription. This can be accomplished provided they also have a CustomersDot account.
This process would also apply for requests to send a license to a different email than the one used on the purchasing account.
Before we add subscription management contact, we need one of the following, once the above requirements have been met:
NOTE: We do not accept vouches from Account Owners as proof of a customer's association to a subscription.
Please consider using the Change Customers Portal Contact macro to ask for this information. Be sure to copy the existing CustomersDot contact on the reply.
Once we have received one of the above, we can proceed to change/add a subscription management contact:
Salesforce Account IDfrom the existing account to the new account and select
If the customer requests to change a contact, we should ask for the same subscription information as mentioned in the Add subscription management contact workflow above. Then confirm with the customer which of the cases below matches their goal:
|Transfer the subscription management to the
|Stop managing subscription management on the
|Also change future renewal related email to the
||Yes||Pass to Billing team by following the Zuora Contact Change Workflow|