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      Internal Updates: When a Company Owner is Changed via HubSpot

      Effective as of November 6, 2024

      Last updated: November 6, 2024

      HUBSPOT  |  ZIFLOW  |  SHOPIFY

       

      Company Owner = Signature Sales PRO

      When a Sales PRO transfers ownership, this triggers several internal process procedure updates across multiple departments: AM, CX, and ECOM.

       

      HubSpot Actions

      AM

      Step 1:

      1. @Kelso, please fill in your steps here
      2. Enter_Here
      3. Enter_Here
      4. Enter_Here
      5. Done!

      HUBSPOT  |  ZIFLOW  |  SHOPIFY

       

      Ziflow Actions

      CX

      Step 1: Program Folder

      1. Team Design » SR » [XX] » [X] » 0000/TAG_ID/Team_Name

      1. Enter_Here
      2. Enter_Here
      3. Enter_Here
      4. Enter_Here
      5. Enter_Here
      6. Enter_Here
      7. Enter_Here
      8. Enter_Here
      9. Enter_Here
      10. Done!

      1 | 2

       

       

      Step 2: Group Folder

      People » All groups » 0000 — Team_Name [XX]

      1. Go to All groups 
      2. Search for the Program using the Program ID [0000]
      3. Hover over the Sales PRO and Click the Blue Trash Can to remove the Sales PRO.
      4. Change the Sales PRO TAG ID [XX] in the Group Name
      5. Unselect the Decision Option for Sales PRO in the Group Members
      6. Click the Save Button
      7. Done!

      1 | 2

      HUBSPOT  |  ZIFLOW  |  SHOPIFY

       

      Shopify Admin Actions

      ECOM

      Step 1: Easy Tagging

      1. @Patty, please fill in your steps here
      2. Enter_Here
      3. Enter_Here
      4. Enter_Here
      5. Done!