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.
Prior to the below steps, ensure that the requester is authorised to have access to the subscription.
ownerpermissions in the group associated with the subscription, they are eligible for subscription management.
Add subscription management contact workflow
Before we add subscription management contact, we need one of the following, once the above requirements have been met:
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
Contact Change Workflow
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. Use Account Receivable macro in Zendesk and let them know that the contact on SFDC and Zuora needs to be updated to the