Release Account

Releasing an account allows you to seamlessly convert your sub-account from within LeadIndicator.ai into a separate, independent agency account. This process will empower you with full control over your account and its features. We are happy to help you make this transition as easy as possible.

Note: It is relatively straight forward to release one sub-account but can be burdensome to release many (which is why we charge for it)

Release Account

A seamless transition for users

looking to take control of their accounts,

gain full access to features, and customize their experience.

Information

Release your accounts into your personal GHL account

First 3 releases are free

3+ releases ($500)

More Information About Releasing Your Account

What all information and assets are transferred over?

  • Websites and funnels will all be transferred.

  • GHL calendars will get transferred over.

Note:The external calendar integrations will be disconnected.

  • All automation will be transferred over.

Note:They will all be set to Publish.

  • Contacts and their conversations, appointments, opportunities, and history will be transferred over.

  • All users with User Type 'Account', and only assigned to that particular sub-account and no other sub-account will be transferred.

  • Contacts will remain in the workflow.

  • The workflow enrolled data remains as it is in workflows.

  • Sub-account level API Keys will remain the same.

What information and assets are NOT transferred over?

  • All auth connections will be deleted (ex: Google, FB, Instagram, Quickbooks, Clio, DrChrono, Yext)

  • All Facebook and Google settings will be cleared

  • Sub-Account-level Stripe fields will be cleared

  • Any SaaS setting will not be transferred over.

- Note:SaaS mode will automatically be disabled before the transfer takes place.

  • Smartlists do not get transferred over with the sub-account currently

  • Mailgun/SMTP won't get transferred.

  • All active subscriptions like Wordpress, Yext, Whatsapp, Dedicated IP etc. won't get transferred. They'll have to be cancelled before the transfer can happen.

Phone Number Transfers

If BOTH the releasing and receiving agencies along with the sub-account that needs to be transferred is on LeadConnector (LC), then the phone numbers will automatically be transferred with the sub-account. A2P DLC status will be retained. Sub-accounts do not need to again register the phone numbers that are already registered.All the phone usage charges going forward will be accrued by the receiving agency. (LeadIndicator.ai is on LeadConnector)