The customer is closing few of their existing schools, what is the next step?
The customer must reach out to Customer Success Manager before the new renewal start date with the school closure confirmation and request for the cancellation of the same.
If the parent account is no more paying for one of their child accounts, how can they get them separated from their list of schools?
If the parent account is not paying for their child's account, the school must provide the following confirmation:
- Please ensure the invoice is not paid for the respective year.
- If the invoice is already paid, the asset transfer can be done only in the following year.
- Documents required - A list of schools that need to be separated which has information with regards to their existing product and enrolment count.
Once you have all the above listed information, please connect with the Customer Success Manager.
Do we still have access to re-visit, even after cancelling Naviance?
Yes, the school would still have access to re-visit, the school needs to connect with the Intersect/RepVisits Support team directly through email at intersectsupport@eab.com and they would be helping you accordingly.
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