STEPS TO TAKE WITH ODYSYS

When a customer notifies us that their property has sold to new owners, there are a few steps we need to take to ensure a seamless transition.

  1. (if the customer didn't notify us): Verify the new contact is actually the owner of the property by: Sending a message from the account's current email address to support@odysys.com - if that isn't an option, identify another method
  2. Update the account owner's email address in Odysys to the new owner
  3. Reset the password for the new account owner email address - have the new owner click on the email to set a password. They will now be able to login to Odysys with their  email address & password
  4. Have the new account owner update their billing details: http://support.odysys.com/billing/addupdate-billing-information 
  5. Have the new account owner update the account users:
    Delete existing users as needed
    Or change usernames
    or add new users
  6. Odysys rep: update records with ActiveCampaign & Intercom (add to customers)
  7. As needed - setup a time for an Odysys orientation/training. Any customer success guide will do.

ADDITIONAL RECOMMENDED STEPS TO TAKE FOR THE TRANSITION

  1. Have the previous contact verify that the new account owner has access to Google Analytics
  2. Have the previous contact add the new business owner to Google MyBusiness as an owner
  3. Have the previous contact add the new business owner as an admin to their Facebook page. Have the new owner update facebook account access for other managers/admins etc.
  4. Have the previous contact add the new business owner or provide login information to various online accounts: TripAdvisor, Yelp, etc.


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