Customer Removal Guide

Last updated: 2025-06-24 15:25:22

Operation Scenarios

Customer removal may occur in the following situations:

• Customer requests to terminate partnership relationship
• Partner-initiated removal due to business adjustments
• Customer account suspension or termination due to violations
• Customer violates platform policies or management requirements
• Partnership agreement expires or terminates early
• Customer needs to switch to direct billing mode

Preconditions

Before removing a customer:

• Complete all outstanding business settlements
• Provide advance notice according to agreement requirements
• Provide reasonable termination reason explanation
• Develop complete data migration plan
• Comply with notice period specified in agreement
• Prepare alternative service arrangements

Operation Steps

Partner-Initiated Termination

1. Visit Partner Management Platform
2. Navigate to "Customer Relationship Management" module
3. Select target customer account and click "Unbind" button
4. Fill in complete termination reason and submit application

Customer-Initiated Termination

1. Visit Personal Center
2. Navigate to "My Agent" module
3. Click "Termination of Service" button
4. Fill in detailed exit reason
5. Confirm and submit exit application

Post-Termination Process

After the termination application is confirmed by the system, the following operations will be automatically executed:

• Remove customer-partner system association relationship
• Complete billing mode conversion based on customer choice
• Handle related business data according to data protection standards
• Update partner customer quota information
• Send formal termination confirmation notice to relevant parties