How to Update Account Owner

Notes:

• As a security protocol for Leadshook, we will need to verify with the original account owner before we make the changes.
• This is for us to ensure that the original account owner knows that somebody is requesting to be the new owner of his account.

Step 1:  Please invite new owner’s email to the account as a user.  It can either be a user or admin permission role.

Step 2:  Original owner needs to send an email using the original account owner’s email registered with LeadsHook team using the template below.

Please contact LeadsHook from inside your LeadsHook Account using…

Template ( copy/paste ):

Hi, 

I want to change the owner of my account to a new user. 

Can you please change the owner of my LeadsHook account:<my-account>.leadshook.io

I understand I will no longer have access to this account,
if the new owner does not grant access to me.

I understand and accept this means the new owner have get access to all of decision trees and lead generation data.  I have taken the required steps to comply with relevant data protection and privacy laws and regulations. 

The new owner will be:
First Name:
Last Name:
Email: (Please use the email from step 1) 

Regards,
(Original Owner's Name)

Step 3: LeadsHook Will Email New Owner.

Hi <New Owner>,

<Old owner> has informed us of your decision to become the new owner of the following LeadsHook Account:<my-account>.leadshook.io

Your billing will start from <insert new billing date>. Please reply back with the message below…

Regards,

To become a new owner please email back the following:

 Hi LeadsHook Team,

 I would like to become the new owner of the LeadsHook Account:
 <my-account>.leadshook.io

I confirm I have added a new credit card to my user account. 

My billing will start from the next billing date.

Thank you,
<New Owner's Name> 

STEP 4: LeadsHook team will check your details and a valid credit card exists before proceeding with the account change.

You can also check the guides below for updating your Account Manager.

1. How to Add, Remove and Change permissions within your Account manager

2. How to update your Account’s Credit Card via Account Manager.