Sometimes customers 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 following the below steps, ensure the requester should 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, we got one of the above, we can proceed to change/add subscription management contact by:
Salesforce Account IDfrom the existing account to the new account and select
Contact Change Workflow
If the customer request to change contact, we should ask for the subscription information mentioned in Add subscription management contact workflow above. Then confirm with the customer whether the cases below match 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 Zendesk Account Receivable macros and let them know that the contact on SFDC and Zuora needs to be updated to the