Avatar photo Michael Cooney
Sep 8, 2022

August proved to be another fast and exciting month at WhatConverts.

This month, we’re spotlighting one feature you can use across multiple accounts. Plus, a backup payment method has been added for your use, and a new option to copy existing phone number settings.

Service Enhancements

1. Assign users to multiple master accounts

Assigning users to multiple accounts benefits both a business and the agency they are working with.

For example, we made it easier to give access to your marketing agency to see all of the lead data and reporting. Before, an agency would have to create an additional unique email address to gain access to your account. (A different email address for each account they wanted access to.)

Now users can use one email address to access multiple master accounts. This makes it easier to gain access to lead data and have a seamless and transparent relationship from business to the agency.

Companies can maintain their own account and provide their agency lead and performance data.

2. Master accounts now have a secondary payment option

You can set up a backup payment method that’ll be used if the primary method fails for any reason (such as an expired credit card or insufficient funds).

Having a backup payment method can prevent any interruption in service.

3. Copy existing phone number settings

There is a new option to copy existing phone number settings when adding a phone number in the dashboard. This should make it easier to replace phone numbers in existing pools.

If you missed last month’s product development updates and features, Catch Up Here

Read WhatConverts reviews on G2

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Michael Cooney

Michael Cooney is a co-founder of WhatConverts. Connect with him on Twitter or via email at michael.cooney@whatconverts.com.

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