Steps for setting up a new account as a Master Account user.

Create a customer account.

1Login into to your Master Account e.g. http://leads.yourwebsite.com

2Select from the side menu, “Master Account“, then click “Accounts” and “Add Account“.

3Enter the Company Name for the new customer account and click “Next“.

Create a new profile an account.

Profiles are automatically created for new accounts. Use this step if you would like to add additional profiles to accounts.

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.