Steps for setting up a new account as a master agency user.
Create a customer account.
- Login into to your Agency account e.g. http://leads.yourwebsite.com
- Select from the side menu, “Agency“, then click “Accounts” and “Account List“.
This page will list all your accounts.
- At the top of accounts page you’ll see a “+ Add Account” button. Enter the Company Name for the new customer account and click “Next“.
- The Account is now added to the list on the Account List page.
- Click the icon next to the account you want to manage.
Create a new profile for the account.
- Select the Account you want to add a profile to. Click “Profiles” then “Add Profile“.
- You can now follow the instructions from the Step-by-Step Setup Guide beginning with Step 2.