Transferring Customers with Non-Delegated Service Plans

If a customer is subscribed to a service plan which was not delegated by the provider, transfer the customer to another distributor in the following way:

  1. Replicate the service plan the subscription is based on under the parent distributor of both the current and future customer’s owner. For more information, see Cloning an Existing Service Plan.
  2. Delegate the new service plan to both the current and future account owner. For more information, refer to Delegated Service Plans.
  3. For all subscriptions to the non-delegated service plan, switch the service plan to its delegated replica. For more details, see Switching to Another Service Plan.
  4. Transfer the customer.
  5. (optional) Under the target owner, switch the delegated replica service plan to the original non-delegated service plan.
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