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.
4The Account is now added to the list on the Account List page.
5Click the 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“.
2You can now follow the instructions from the Step-by-Step Setup Guide beginning with Step 2.