Are you ready to move your High Level-based CRM account to Agent CRM? With Agent CRM’s advanced features and HIPAA-compliant system, transitioning your account is easier than you might think.

Follow the step-by-step instructions below to ensure a smooth transfer of your entire account. If the transfer process isn’t possible, we also offer alternatives for importing your data.

Here’s everything you need to know:

1. Understand the Transfer Process

The first step is understanding the transfer process from your current High Level-based CRM to Agent CRM. Agent CRM is equipped with HIPAA-compliant upgrades, ensuring that your data is securely transferred and stored.

Before starting the process, it’s essential to review the full TRANSFER DOCUMENTATIONon the High Level Support Portal. This document outlines the entire transfer process and highlights any requirements or permissions you may need from your current CRM provider.

2. Gather Transfer Details

To initiate the account transfer, you’ll need the following information to provide to your current CRM provider:

• Receiving Company Name: Agent CRM
• Receiving Agency Number: 0-006-074
• Receiving Company Email: support@agent-crm.com

Keep these details handy when communicating with your current CRM provider, as they will be needed for the account transfer.

3. NOTE: Your Current Provider Has to Play Nice

It’s important to note that an account transfer requires the permission of the releasing agency (your current CRM provider). Reach out to their support team and request the transfer using the details gathered in step 2. They may have specific processes or forms to complete, so be sure to follow their instructions closely.

4. Review HIPAA Compliance (If Applicable)

If your account contains sensitive or health-related information, you’ll want to verify how HIPAA compliance impacts your transfer. Agent CRM utilizes HIPAA-compliant upgrades through High Level, ensuring your data is managed securely.

For more details about HIPAA compliance, review the compliance link provided in the transfer documentation. This is crucial for ensuring your data transfer meets regulatory standards.

5. Choose an Alternative if a Full Transfer Isn’t Possible (for example, if your current provider will not allow the transfer)

If your current CRM provider does not permit a full account transfer, don’t worry! You have alternative options to move your data into Agent CRM:

• Import Your Contact List: Agent CRM can help you import your contact list to a new account. This is a straightforward process that ensures your customer data is transferred securely.
• Request a Snapshot from Your Previous Provider: If an account transfer isn’t feasible, you can request a snapshot of your data from your previous CRM provider. A snapshot is essentially a backup of your data that can be easily imported into Agent CRM.

6. Notify Agent CRM to Proceed

Once you’ve made a decision on how to proceed, let Agent CRM know by contacting support@agent-crm.com. Whether you’re moving forward with a full account transfer, importing contacts, or requesting a snapshot, Agent CRM’s team is here to help with any step of the process.

7. Ask Questions and Get Support

Don’t hesitate to reach out with any questions you might have during the transfer process. Agent CRM is dedicated to making the transition as smooth as possible. Contact support@agent-crm.com for any assistance or clarification needed.

Frequently Asked Questions: Sub-Account Transfers to Agent CRM

1. What is a sub-account transfer?

A sub-account transfer is the movement of a sub-account from one agency (Releasing Agency) to another (Receiving Agency). This process allows you to transfer your entire account, including contacts and data, from your previous High Level-based CRM to Agent CRM. However, it is not a merge of data between two sub-accounts, and partial transfers are not possible.

2. What information and assets are transferred during the sub-account transfer?

Most of your essential information and assets will be transferred, including contacts, workflows, funnels, and other core data. However, it’s important to check with your current CRM provider for any specific limitations. Refer to the TRANSFER DOCUMENTATION for a detailed breakdown.

3. What information is not transferred during the sub-account transfer?

Some assets such as phone numbers or third-party integrations may not transfer automatically. Be sure to review the specific data limitations in the TRANSFER DOCUMENTATION before starting the process.

4. Do I need permission from my current CRM provider to transfer my sub-account?

Yes, the account transfer process requires permission from your current CRM provider (Releasing Agency). You will need to contact their support team to initiate the transfer, using the details of the receiving agency (Agent CRM).

5. What details do I need to provide to my current CRM provider for the transfer?

You’ll need to provide the following information to your current CRM provider:

• Receiving Company Name: Agent CRM
• Receiving Agency Number: 0-006-074
• Receiving Company Email: support@agent-crm.com

6. How do I initiate a sub-account transfer from my current CRM provider?

The process to initiate a transfer involves the following steps:

• Log into your current CRM’s agency level.
• Go to “Sub-Accounts” and select the account you want to transfer.
• Choose “Actions” and select “Transfer Sub-account.”
• Enter the receiving agency’s relationship number (0-006-074 for Agent CRM).
• A transfer request will be sent to Agent CRM for approval.

7. How can I track my sub-account transfer?

You can track the status of your transfer request by navigating to “Sub-Accounts” in your current CRM, then selecting “Sub-account Transfers” and reviewing the “Send” tab. You’ll be able to see pending requests and can cancel them if necessary.

8. Can I cancel a sub-account transfer request?

Yes, transfer requests can be canceled by going to the “Sub-account Transfers” section of your current CRM. Select the 3-Dot Menu next to the request and choose “Cancel Request.”

9. What happens if my current CRM provider doesn’t allow a sub-account transfer?

If your current CRM provider doesn’t approve a full account transfer, you can either:

• Request a snapshot of your data from the current provider and import it into Agent CRM.
• Import your contact list directly into a new Agent CRM account.

10. Is HIPAA compliance relevant for the sub-account transfer?

If your data contains sensitive or health-related information, HIPAA compliance may impact the transfer process. Agent CRM utilizes HIPAA-compliant upgrades to ensure secure transfers and data management. Review the HIPAA compliance documentation for more details.

11. Are there any costs associated with the transfer?

No, the sub-account transfer process to Agent CRM is free. There are no hidden fees or costs involved in using the Revenue+ or transfer services within Agent CRM.

12. What if I have additional questions about the transfer process?

If you have any questions or need assistance with the sub-account transfer, reach out to support@agent-crm.com. The Agent CRM team is available to help guide you through the process and ensure a smooth transition.

By following these steps and consulting with your current CRM provider, you can transfer your account smoothly to Agent CRM and begin leveraging our powerful tools to grow your business!