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Setting Up A New Account

Steps for setting up a new account as a master agency user.

Create a customer account.

1Login into to your Agency account e.g. http://leads.yourwebsite.com

2Select from the side menu, “Agency“, then click “Accounts” and “Account List“.
This page will list all your accounts.

Account List
3At the top of accounts page you’ll see a “+ Add Account” button. Enter the Company Name for the new customer account and click “Next“.

4The Account is now added to the list on the Account List page.

5Click the edit icon icon next to the account you want to manage.

Create a new profile for the account.

1Select the Account you want to add a profile to. Click “Profiles” then “Add Profile“.

Add Profile
2You can now follow the instructions from the Step-by-Step Setup Guide beginning with Step 2.