Account release required for team-owned RealScout accounts
If your RealScout account is provided to you by a team, written release approval is required before making changes such as switching to an individual plan or moving contacts to a new account.
Your existing RealScout account will be retained and converted to an individual account. All your data and contacts will remain intact.
If you are transitioning from a team account, make sure your team leader is involved and provides written approval for the release.
Offboarding with connected tools
When you are offboarding from a RealScout team that uses connected services or tools such as Cloze, Follow Up Boss, MoxiWorks, or Rechat, keep your team admin involved and informed. Some integrations require manual removal by your team and/or RealScout Support.
To ensure a smooth transition, CC support@realscout.com on the email if you and your team would like specific next steps for your account. If you use an external CRM (e.g., Follow Up Boss), make sure your CRM settings are updated to avoid duplicate data syncing during the transfer process. For identical alert configurations, additional engineering assistance from RealScout may be required.
When is a release needed?
A release is required anytime you want to transition from a team-owned account to an individual account while retaining data and contacts.
Steps to request an account release
Request written approval. Contact your team leader by email and ask them to confirm that they approve the release of the RealScout account they provided.
Include Support on the request. Send the approval email and CC RealScout Support at support@realscout.com so RealScout can receive the account release permission.
Complete the transition. Once written approval is received, RealScout's Member Support will guide you through the next steps. Your account will be separated from the team and set up with individual billing, while keeping your contacts and data intact.
Converting your account to personal billing
Check here for current account pricing: learn.realscout.com/pricing. Once we receive written approval, RealScout's Member Support will guide you through the next steps to set up individual billing.
Optional Nurtured Contact Pack: $9.99 per month per 500 contacts.
Account recovery
If you want to recover a previous RealScout account and its associated contacts:
Use the welcome email link sent to you to log in, or visit your profile page and sign in with your email.
If prompted, select "email me a link/password."
Once reactivated, your contacts and saved searches will be available again.
Preparing for account cancellation
Before canceling your RealScout account, export any important data, such as your contacts. Once the cancellation is processed, the account will be closed, and you will lose access to the data.
Important notes
Always request written permission from your team leader, and CC RealScout Support so they can process the transition smoothly.
You can continue using your same login credentials after the transfer is complete.
Written permission is mandatory for alert, settings, and history preservation.
All your contacts and data will remain with your account as part of the transfer.
FAQ
Q: Do I need to notify my team?
A: Yes, obtaining written approval from your team leader may be required for the transition.
Q: Will I lose any data when upgrading my RealScout plan?
A: No, upgrading your plan only changes your subscription level. All contacts and account data remain intact.
Need more help?
For specific questions or assistance, reach out to RealScout Member Support through your support widget or email support@realscout.com. The team will guide you through any additional steps or unique scenarios.