This is a list of items that we need to perform Security Verification for, in order to make the change.
For verification, please collect the last 4 digits of the CC we have on file for that account.
Site Settings
- Changing Domain Name (Account Owner Only)
- Updating content/pages on site
- Adding/Removing any code from the backend/MCP
CRM/DRIP Settings
- Adding Users
- Removing Users
- Changing User Permissions Settings
- Deleting Leads
- Exporting Leads (to an email address other than the site owner)
- Deleting Follow-Ups
Account/Billing Changes (Account Owner Only)
- Cancellations
- Adding services
- Removing Services
- Changing Site Owner
- Updating Site Owner Information
- Updating Billing Information