Client Account
This video will quickly bring you up to speed with the most-important things you need to know to hit the ground running managing your clients accounts. Vid...
Thu, 25 Nov, 2021 at 3:35 PM
Select ‘Add New Client’ from the upper left hand corner of your agency dashboard Choose an account nickname Note: This is not visible to your clie...
Thu, 27 Jan, 2022 at 11:23 AM
From your agency dashboard click 'log in as' to log into your client account If you have multiple locations, select the appropriate location fr...
Thu, 27 Jan, 2022 at 11:46 AM
From your agency dashboard click 'log in as' to log into your client account If you have multiple locations, select the appropriate location fr...
Thu, 27 Jan, 2022 at 11:46 AM
From your agency dashboard click 'log in as' to log into your client account If you have multiple locations, select the appropriate location fr...
Thu, 27 Jan, 2022 at 11:45 AM
Log into your agency dashboard Click the 'Manage' button beside the client whose account you wish to delete Click 'Danger Zone' Click &#...
Thu, 27 Jan, 2022 at 1:41 PM
There are a few merge tags you can add into your email or text message follow ups. Keep in mind if the personalization tag does not exist for the contact, i...
Wed, 18 May, 2022 at 1:50 PM