Want to keep subscriptions running uninterrupted, even after a customer company is in a merger, acquisition or takeover? Here's how to transfer subscriptions from one company to another.
Click Sales & CRM → Subscriptions (you'll need the Subscriptions add-on):
Open the order you want to move, and click the Move button:
Click the search field. Scroll or type to find the company you want to transfer the subscription to:
Add the contact at the new company and then click the Move to <company name> button:
This generates a historical record, showing when this change was made. Click Sales & CRM → Subscriptions:
Click the 'new company' and the History tab:
Please note: You can only move your current subscription orders. Historical subscription order details, such as invoices, stay attached to the 'old' company.