Introduction: The initial phase of onboarding a client involves setting up a sub-account in your CRM system. This guide will walk you through the steps, from accessing the sub-account section to entering client information. Step-by-Step Instructions: 1. Accessing Sub-Accounts: Navigate to the sub-accounts section on your CRM dashboard. If no sub-accounts have been created previously, this section will appear empty. Click on the option to add a new sub-account. 2. Selecting a Template: Choose a pre-configured template that aligns with your client's industry needs. Available templates cover various sectors, such as legal, healthcare, and fitness. 3. Entering Client Information: Input your client’s details manually or use the search feature to autofill some information. Essential details include the client’s name, email address, and contact number. Save the changes to create the sub-account, then proceed to customize it further. Adding a Client User Introduction: Once the sub-account is created, you need to add your client as a user to grant them access to their dashboard. Step-by-Step Instructions: 1. Navigating to User Settings: Go to the settings menu within the sub-account. Under the "My Staff" section, add a new employee, which will be your client. Enter their personal information and set their permissions. 2. Assigning User Roles: Ensure that your client is assigned the 'User' role rather than 'Admin' to limit their access to sensitive settings. 3. Saving Changes: Save all details and permissions set for the client user. Integrating Phone Systems and Other Settings Introduction: Enhance your client's CRM experience by integrating phone systems and customizing other settings. Step-by-Step Instructions: 1. Selecting a Phone System: Choose between using the CRM’s built-in phone system or an external provider such as Twilio. Configure the settings by logging into the external account or entering API keys as required. 2. Customizing Sub-Account Settings: Adjust additional settings such as billing options, user limits, and social media profiles. Finalizing Client Onboarding Introduction: Complete the onboarding process by setting up marketing tools, connecting payment systems, and adding team members. Step-by-Step Instructions: 1. Linking Social Media and Google My Business: Connect your client's social media accounts and Google My Business profile for integrated management. 2. Setting Up Marketing Campaigns: Use CRM tools to create and manage email campaigns, social media posts, and other marketing efforts. 3. Integrating Payment Systems: Connect a payment processor such as Stripe to handle transactions, invoices, and subscriptions. 4. Adding Team Members: If applicable, add additional team members of your client as users with appropriate permissions. Troubleshooting and FAQs Common Issues: Client Not Added: Verify that all required fields are completed and the correct user role is assigned. Contact CRM support if the issue persists. Customizing Permissions: Access the 'My Staff' section to adjust specific permissions for each user, determining what they can view and modify.