Introduction Creating a sub-account for a client is a fundamental task for managing their marketing and CRM needs efficiently. This guide will walk you through setting up a sub-account from scratch without using pre-configured templates. Steps for Sub-Account Creation: 1. Access the Sub-Accounts Section: From the Agency View, locate and select "Sub Accounts" from the menu, then click on “Create Sub-Account” to initiate the process. 2. Choose a Fresh Snapshot: Opt for the "Blank Snapshot" to start with a clean slate. This option allows you to fully customize the sub-account, including adding automations, marketing campaigns, emails, SMS, and more. 3. Input Client Details: Enter the necessary information about the client, including: Company Name Contact Person (e.g., Mr. John Doe) Address, City, State, Zip Code Country (e.g., United States) Phone Number Website URL Time Zone 4.Save the Sub-Account: Once all details are filled in and verified, click "Save" to finalize the creation of the sub-account. Example Scenario Consider setting up a sub-account for "Extra Awesome Roofing." Enter the company's name, El Paso address, and contact details. After confirming the information is accurate, click "Save" to successfully create the sub-account. Exploring Sub-Account Features Introduction Each sub-account comes equipped with various features designed to manage client interactions and campaigns effectively. Key Features Include: Conversations: Track and manage all client communications in one place. Calendars: Schedule and oversee appointments and events. Contacts: Maintain a detailed record of client information. Opportunities: Monitor potential sales and engagement opportunities. Customizing Sub-Accounts 1. Link Services: Connect essential services such as Stripe for payment processing or Google My Business for local SEO through the account Launchpad. 2. Personalize the Dashboard: Customize the dashboard to display the most relevant information and tools for your client. 3. Add Marketplace Services: Enhance the client's account by incorporating services from the marketplace, such as white-label solutions or basic account setups. Managing Client Access Introduction To allow your client to interact with their sub-account, follow these steps to set up user access and permissions. 1. Navigate to Team Settings: Go to the settings in your main account and select the "Team" option. 2. Add a New User: Add your client as a new user by entering their details. 3. Set User Permissions: Customize permissions to control what your client can see and do within their sub-account. 4. Assign to Sub-Account: Ensure the user is assigned to the correct sub-account and has the appropriate user role. Switching Between Accounts Introduction Knowing how to navigate between your agency account and client sub-accounts is essential for efficient management. 1. Access a Sub-Account: Click on the sub-account name from the sub-account switcher in your agency dashboard to view the specific sub-account dashboard. 2. Return to Agency View: Use the "Switch to Agency View" option within the sub-account to return to the main agency dashboard. Common Issues: Delay in Account Switching: If you experience a delay, it is typically short-lived and resolves quickly. Frequently Asked Questions: Can I set up custom automations for each sub-account? Yes, each sub-account can have its own tailored automations, campaigns, and communication strategies.