Admin Request: Mass Account Record Transfer
|Knowledge Article Number||000006423|
If you need to make a mass transfer of accounts request, this is the minimum information our Admin team will need to process your request.
|Resolution||Admin Request: Mass Account Record Transfer
Note: Is this in Sandbox or Production? If Sandbox, which sandbox? Would you like us to contact you before proceeding with work, even if all the requirements are clear? We will always contact you if something needs further explanation.
1. Who are we transferring records FROM?
2. Who are we transferring the records TO?
3. Mark a “Y” next to the options below that apply to the Account record transfer:
NOTE: All of our Configuration Case Templates can be accessed on our Premier Success Plans Tool kit.