Create A New Account
When you create a new Account, you’re setting up a container to hold one or more Profiles. Accounts help you organize leads for clients, businesses, or locations. Learn more in What is an Account?.
Add a New Account
Every Master Account is created with a single account, but more can be added if needed. To create additional Accounts under a Master Account:
- Open the Master Account Settings, then select “Manage Accounts.”
- Click “Add Account.”
- Enter the Account Name and Website URL.
- Click “Finish” to save.
Note Box: Only Master Account Users can create new accounts. When you create a new account, a Profile is automatically created within it.
Tip Box: Agency Plans include unlimited accounts. Individual Business Plans include only one account by default, but you can add more for an additional cost. See Understand WhatConverts Plans for details.
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