Sub-Accounts

Premium Feature Overview The functionality to duplicate contacts across sub-accounts is a valuable premium feature designed to streamline data management and improve workflow efficiency. To use this feature, it’s essential first to activate it in your agency settings. This functionality allows you to seamlessly transfer contact details, including tags and custom fields, ensuring a thorough migration of data. Activating the Premium Feature 1. Access Agency Settings: Start by navigating to the agency settings from your primary dashboard. 2. Find Premium Actions: Within the settings menu, locate the section titled “Premium Actions and Triggers.” 3. Enable the Feature: Toggle the switch to activate premium actions and save the changes. You may need to refresh the page for the update to take effect. Configuring the Workflow 1. Initiate a New Automation: Within your sub-account, head to the automation section to create a new workflow. 2. Set a Trigger: Choose an automation trigger, such as a form submission, and select the relevant form. 3. Add the Copy Contact Action: Look for the "Copy Contact" action, which is marked with a golden crown symbol, denoting its premium status. 4. Configure the Settings: Select Target Sub-Account: Choose the sub-account where the contact details will be copied. Include Tags and Custom Fields: Decide if tags and custom fields should be copied. If you select custom fields, they will be automatically created in the target sub-account if they don't already exist. 5. Finalize and Activate: Save your configuration and publish the automation to activate the workflow. Example Use Case Suppose a contact form submission is received in one sub-account, and you need the contact’s information, including tags and custom fields, to be replicated in another sub-account. By setting up the automation, the contact's details will be transferred automatically to the designated sub-account upon form submission, enhancing your data management efficiency. Troubleshooting Tips Verify Premium Feature Activation: If you can’t find the copy contact action, make sure that premium actions are enabled in your agency settings. Check Automation Triggers: If the contact duplication isn’t occurring as expected, review the automation triggers to ensure they are properly set. Review Custom Fields: Ensure that the option to copy custom fields is enabled in the action settings if fields are not transferring. Frequently Asked Questions Can I duplicate contacts to multiple sub-accounts at once? Currently, this feature supports copying to one sub-account at a time. To copy contacts to multiple sub-accounts, you’ll need to set up individual automations for each target sub-account. Is there a limit on the number of contacts I can copy? While there’s no explicit limit, large-scale data transfers might affect system performance. It’s recommended to manage and monitor these transfers carefully.

What is a CRM Snapshot? A CRM snapshot serves as a detailed replica of a specific CRM configuration at a given moment. It captures elements such as calendars, sales pipelines, marketing campaigns, automation workflows, and forms. These snapshots can be applied to new or existing sub-accounts to streamline setup processes and maintain consistency across client accounts. Who Is Allowed to Set Up a Snapshot? Only agency administrators have the permissions to create and manage snapshots. This capability is not available to sub-account users. Accessing the Agency View 1. Switch to Agency View: Start by accessing the agency view from your CRM dashboard, as this is essential for initiating the snapshot creation process. 2. Select Your Current Sub-Account: Locate and click on the sub-account selector section. 3. Enter Agency View: Choose “Switch to Agency View” to proceed with snapshot creation. Creating a New Sub-Account 1. Start New Sub-Account Setup: Within the agency view, select the "Sub-Accounts" menu. 2. Initiate New Sub-Account: Click on "Create New Sub-Account," opting for a "Regular Account" rather than a SaaS account. 3. Choose "Blank Snapshot": Begin with a clean slate by selecting “Blank Snapshot” for your new sub-account. Entering Sub-Account Details Use generic terms such as "Demo" for naming the sub-account. It’s essential to enter the intended snapshot name under "Business Name" in the general information section, as this name will be used as the sub-account name. Configuring the Sub-Account 1. Set Up Calendars: Create and configure calendars according to your requirements. 2. Design Sales Pipelines: Develop pipelines to manage client interactions. For instance, a pipeline might include stages like New Leads, Booked Calls, Agreement Sent, Onboarding, Active Clients, and No-Shows. 3. Configure Marketing and Automation: Set up email campaigns, templates, and automation workflows. Organize automation into folders for better management. 4. Create Sites and Forms: Set up website funnels, landing pages, and forms to be included in your snapshot. Creating and Managing the Snapshot 1. Access Snapshot Creation: Return to the agency view and navigate to “Account Snapshots.” 2. Initiate Snapshot Creation: Select “Snapshots” from the menu, then click “Create New Snapshot.” 3. Name and Save: Choose the configured sub-account and name your snapshot, then click “Save” to complete the process. Sharing and Updating Snapshots 1. Share the Snapshot: Generate a shareable link, email it, or provide a permalink. You can restrict access to specific agencies or sub-accounts if necessary. 2. Update the Snapshot: Refresh the snapshot to include changes from the original sub-account without creating a new snapshot. Updates will not automatically reflect in snapshots shared outside your agency. 3. Push Updates: Push updates to sub-accounts within your agency using the snapshot. External users will need to re-import the snapshot to see any updates. Troubleshooting and Common Questions What if the snapshot creation option is missing? Verify that you are logged in as an agency administrator, as this feature is unavailable to sub-account users. Can I update a shared snapshot? Yes, you can refresh and update the snapshot, but external users who have used the snapshot will need to re-import it to receive the latest updates.

A customized plan is a targeted proposal designed to address the specific needs and circumstances of an individual or business. It offers a personalized approach that sets your offer apart from standard options. Steps to Develop a Customized Plan: 1. Assess Requirements: Determine the unique needs and challenges of your target audience. This varies by industry and individual situations. 2. Collect Data: Utilize surveys or questionnaires to gather comprehensive details from potential clients. This can be achieved through online forms or direct conversations. 3. Evaluate Information: Analyze the collected data to craft a plan that aligns with the client’s specific requirements and goals. 4. Craft the Strategy: Design a thorough strategy that incorporates the necessary elements to address the client's needs, utilizing CRM tools to organize and execute the plan. Setting Up the Funnel for Custom Plans A streamlined three-step funnel can effectively gather the data needed for creating tailored plans: 1. Lead Capture Page: Use an enticing offer or lead magnet to encourage prospects to sign up. 2. Information Collection Page: Provide an opportunity for prospects to request a custom plan through a survey designed to collect relevant details. 3. Follow-Up and Scheduling: After completing the survey, prospects can arrange a meeting to discuss their personalized plan, boosting engagement and conversion rates. Leveraging CRM Tools for Custom Plans Several CRM features are essential for creating and managing customized plans efficiently: 1. Custom Data Fields and Forms: Implement custom fields and forms to capture and organize specific information from your surveys. 2. Proposal Templates: Develop a dynamic template for custom plan proposals, incorporating fields that automatically populate with prospect data. 3. Automation: Set up workflows to automatically send the customized plan via email once the prospect submits the required information, streamlining the process. Troubleshooting and Common Questions How to Prevent Emails from Ending Up in Spam: Ensure your email configurations are correctly set up and that you use verified domains to improve deliverability. Can Custom Plans be Adapted for Different Sectors? Absolutely, the CRM allows for full customization of fields and templates to cater to various industries. What to Do If Incomplete Information is Provided: Follow up with prospects to gather any missing information before finalizing their custom plan.

Step 1: Confirm You’re in Agency Mode To ensure you're working from the correct interface, verify that "Agency Dashboard" appears in the left-hand navigation menu. This confirms that you are in the agency view and not within any specific sub-account. Identifying the Sub-Account for Removal Step 2: Navigate to Sub-Accounts Scroll down to locate the "Sub Accounts" section of your dashboard. You can either search for a specific sub-account by location or manually scroll through the list to find it. Once identified, click on the “Manage Client” button to access the account's settings. Beginning the Deletion Process Step 3: Initiate Deletion To start the deletion process, go to the top-right corner of the sub-account management screen. Click the "Actions" button and then choose the "Delete" option from the dropdown menu. This action will initiate the removal procedure, but don't worry—you’ll still have the chance to confirm before finalizing it. Confirming the Sub-Account Removal Step 4: Final Confirmation Before the sub-account is permanently deleted, a final confirmation prompt will appear. Select "Delete Account" to complete the process. This step is vital for reviewing pending tasks like unresolved invoices or important data that may need to be handled before deletion. Important Considerations: Phone Number Disconnection: Deleting a sub-account will remove any associated phone numbers. If these numbers need to be retained, ensure they are disconnected from the account before proceeding with deletion. Scheduling and Stopping Deletion Step 5: Scheduling or Canceling the Deletion Once confirmed, you have the option to "Schedule for Deletion," which gives a buffer period in case you need to reverse the action. If you change your mind before the deletion is finalized, you can navigate to the sub-account's settings and select "Stop Deletion" to halt the process. Troubleshooting and FAQs Can I recover a sub-account after it's deleted? No, once a sub-account is permanently deleted, it cannot be restored. Make sure to backup any critical data before initiating deletion. What happens to the data in a deleted sub-account? All data, including contacts, communication records, and analytics, will be permanently erased. Export any necessary information prior to deletion. Can a sub-account be deleted with outstanding financial issues? It’s advisable to resolve all outstanding invoices and payments before deleting a sub-account to prevent any complications.

1. Find the Share Option: Go to the funnel or website you want to share. Click on the actions dropdown menu and select the share option. 2. Create a Shareable Link: Clicking the share option will generate a link. You can set the link to be accessible by anyone or limit access to users within a specific sub-account or agency. 3. Distribute the Link: Copy the link and send it to the recipient. Ensure the recipient is registered in the CRM system for the link to work properly. 4. Recipient Adds to Their Account: The recipient will be prompted to add the funnel or website to their account upon clicking the link. They can choose to rename it and select the appropriate sub-account for addition. 5. Complete the Cloning Process: The recipient finalizes the addition by clicking "Clone Funnel" or "Clone Website," thereby transferring the project to their sub-account. Real-World Scenarios Agency-to-Client Transfer: Agencies can share completed funnels or websites with clients, allowing easy integration into their accounts. From Testing to Production: Designers can move projects from a test sub-account to a live environment once they are ready. Team Collaboration: Agency teams can exchange funnels and websites for review, feedback, or further refinement. FAQs and Troubleshooting Recipient Unable to Add Funnel or Website? Confirm that the recipient is a CRM user and check that the link’s access settings are correct. Revoking Access: You can deactivate the shared link at any time by adjusting the share settings and removing permissions.

Before you start the setup process, make sure you meet these prerequisites: 1. Subscription Plan: You must be subscribed to the 497 Pro Plan to access this feature. 2. Stripe Account: Ensure you have a Stripe account connected to your agency dashboard. 3. Client Preparation: At least one client should have their credit card details entered into their sub-account or be listed in your Stripe account for Twilio Rebilling to be activated. Activation Process Access Your Agency Account 1. Navigate to Sub-Accounts: Go to the 'Sub-Accounts' section in your agency view. 2. Activate SaaS Mode: Find the sub-account you want to activate. Click on the three dots icon next to it and select 'Switch to SaaS'. Note that the sub-account must have at least one location admin to enable SaaS mode. Add a Credit Card You have several options to add a credit card to the sub-account: Share a Link: Copy and send a link to your customer that directs them to the Customer Billing tab in their sub-account. Request via Email or SMS: Use pre-set templates to request card details through email or SMS. Activate from Stripe: If the customer is already in your Stripe account, you can activate their details directly. Customer Billing Overview Once the credit card information is added or the customer is activated from Stripe, they can view and manage their payment details, transaction history, and billing setup in the Customer Billing tab. An initial charge of $11 will be applied to establish the account balance. Enable Twilio Resell Settings 1. Return to Agency Account: Go back to your agency dashboard and access the client's details. 2. Activate SaaS Mode: Enable SaaS mode to activate the Twilio Resell Settings. 3. Set Profit Margin: Adjust the profit level slider to determine your desired profit margin on Twilio charges. For example, setting a 100% markup will double the charge to your client, generating profit on each Twilio transaction. The system will automatically recharge the client’s card when their balance falls below a specified threshold, ensuring continuous service and profitability for your agency. Key Considerations International Rates: Be aware that rates may differ outside the US. Charge Settlement: Twilio charges can take up to 24 hours to settle. Troubleshooting and FAQs Issue: Missing Option to Switch to SaaS Mode Solution: Confirm that the sub-account has at least one location admin. If not, add an admin and try again. Issue: Adjusting Profit Margin Solution: Use the profit level slider in the Twilio Resell Settings to modify your margin based on your requirements. Issue: Delays in Charge Settlement Solution: Twilio charges may take up to 24 hours to process. Keep an eye on your account and contact support if there are any discrepancies.

If a phone number has been deleted from your CRM system, it's important to recover it promptly. The recovery process depends on whether the number was managed through an external service, such as Twilio, or within the CRM's internal system. Below is a breakdown of how to recover numbers based on the platform managing them. Recovering Numbers Managed by External Providers (e.g., Twilio) 1. Immediate Action Required: Twilio allows a 10-day grace period to recover a deleted phone number. Within this period, the number can be easily restored by logging into your Twilio account. 2. After 10 Days: Once the grace period has expired, you will need to contact Twilio's support team to request recovery, as the number will no longer be available for self-restoration. Recovering Numbers Managed Within the CRM If the number was handled directly through the CRM’s telephony system, follow these steps to initiate the recovery process: 1.Contact CRM Support: Reach out to the CRM's customer support team as soon as possible. Ensure you have the location ID where the number was active, which will help expedite the recovery process. Step-by-Step Recovery Process For Numbers Managed by Twilio 1. Login to Twilio: Sign in to your Twilio account to start the recovery. 2. Navigate to Sub Accounts: Go to the Sub Accounts section to see a list of all sub accounts associated with your Twilio account. 3. Find the Relevant Subaccount: If you have multiple sub accounts, you can use the Account SID (available in your CRM under the telephony settings) to filter and identify the correct subaccount. 4. Go to Phone Numbers: In the subaccount, click on Explore Products and choose Phone Numbers. 5. Locate Released Numbers: Under the Manage tab, select Released Numbers to check if your deleted number is still available for recovery. 6. Contact Twilio Support if Needed: If the number isn’t listed or the 10-day period has passed, reach out to Twilio support for help. For Numbers Managed by CRM 1. Obtain Location ID: When contacting CRM support, you will need the location ID for the account where the number was previously used. You can find this ID in the business profile section of your CRM system. 2. Submit a Support Request: Once you have the necessary information, reach out to the CRM support team to request the number’s recovery. Common Issues and Solutions Unable to Find the Location ID: If you’re struggling to locate the location ID, check your CRM’s business profile settings. If you're still unable to find it, CRM support can assist you in retrieving it. Time Frame for Number Recovery: Twilio offers a 10-day recovery window. If more than 10 days have passed, you will need to contact Twilio’s support team for help. Charges for Number Recovery: Twilio applies a monthly fee when a number is successfully recovered. By following these steps, you can ensure a swift and smooth recovery of deleted phone numbers, minimizing any disruption to your business operations.

Agencies now have the option to pause or resume SaaS sub-accounts, offering improved control over subscription management. This functionality is particularly useful when dealing with payment failures, as it allows agencies to restrict a client’s access to services until the issue is resolved. While the process can be automated for SaaS accounts, manual intervention is required for standard clients. Below is a guide on how to manage both manual and automatic pausing and resuming of sub-accounts. Automatic Pausing of SaaS Sub-Accounts For SaaS sub-accounts, agencies can automate the pausing of accounts if a subscription payment fails. This ensures that clients without an active payment are unable to access the system. Here’s how to enable automatic pausing: 1. Access the SaaS Configurator: From the agency view, navigate to the SaaS Configurator found in the left-hand menu. 2. Go to Advanced Settings: Once in the SaaS Configurator, click on the Advanced Settings tab at the top of the screen. 3. Failed Payment Triggers: When a subscription fails—defined by Stripe as having a status of "canceled," "past_due," "incomplete_expired," or "incomplete"—the account will be automatically paused, unless you choose to keep it active. Manually Pausing a Sub-Account In addition to the automated process, agencies can manually pause any sub-account at their discretion. Here are the steps for manually pausing an account: 1. Navigate to Sub-Accounts: In the agency view, go to the Sub-Accounts section from the left-hand sidebar. 2. Find the Account: Search for the account you wish to pause. Either click on the account’s name or click on the three dots to the right and choose Manage Client. 3. Pause the Account: In the Actions dropdown menu (located in the upper-right corner), select Pause Sub-Account. 4. Confirm the Pause: A confirmation window will appear. Check the provided box and click Pause Sub-Account to finalize the action. A banner will confirm the account has been paused. Note: Even while the sub-account is paused, the agency admin will still have full access to the account. What Happens When a Sub-Account is Paused? The experience of a client with a paused account depends on whether they are a SaaS client or a regular client: SaaS Client with Failed Payment: These clients will see a message prompting them to update their payment method. Once they correct the issue, the system will automatically resume their account access. Non-SaaS Client or SaaS Clients with Active Subscriptions: These clients will be instructed to contact the agency directly to resolve the pause. The agency’s contact information, such as phone and email, will be displayed from the agency settings. Resuming a Sub-Account Pausing isn’t permanent, and you can resume any paused sub-account when needed. To do so: Access Sub-Accounts: From the agency sidebar, go back to the Sub-Accounts section. Locate the Paused Account: Find the paused sub-account by either clicking its name or selecting the three dots to the right and choosing Manage Client. Resume the Account: In the Actions dropdown, select Resume Sub-Account. A confirmation window will appear—check the box and confirm to resume the account. During the paused period, most of the account’s functionality will remain intact. However, clients will not be able to log in until they follow the prompts on their screen. By following this process, agencies can effectively manage sub-accounts, ensuring that clients with payment issues are appropriately restricted from accessing the platform until their payments are up to date. This feature provides flexibility in handling client subscriptions while maintaining control over access to the software.

Pre-configured dashboard setups can significantly simplify onboarding and ensure a consistent user experience across various accounts. By saving and loading snapshots with one or more dashboards, you can quickly replicate configurations from one account to another. This guide will walk you through the process of using snapshots that include dashboards, streamlining account creation and maintenance. Creating Account Snapshots If you don’t have an account snapshot ready yet, start by accessing the Agency View. From there, navigate to the Account Snapshots option in the left sidebar. 1. Click on Create New Snapshot located in the upper-right corner. 2. In the popup, give your snapshot a name and select the account whose data you wish to use. Once you save the snapshot, it will appear in your list of saved snapshots. Loading a Snapshot into Sub-Accounts 1. In the Sub-Accounts section, search for an existing sub-account or create a new one for loading your snapshot. 2. Once you've chosen the sub-account, click on Load Snapshot under the Actions dropdown. 3. Select the desired snapshot and click Proceed to begin loading it into the sub-account. Selecting Dashboards to Include in the Snapshot After selecting the snapshot, you will see a list of associated assets. Navigate to the Dashboard category, where you can pick the dashboards you want to load into the sub-account. You can skip or include specific dashboards based on your needs. Once you’ve selected all necessary assets, click Proceed to complete the process. Important Note: Private dashboards are not automatically included in snapshots. To ensure specific dashboards are transferred, make sure they are not set to private. Notification of Snapshot Completion Once the snapshot has successfully loaded, you will receive a notification through the bell icon in the top-right corner of your screen. Viewing and Editing Loaded Dashboards After loading the snapshot into the sub-account, navigate to the sub-account to view the newly added dashboards. Using pre-configured dashboards in snapshots enhances onboarding and setup, allowing for fast and consistent deployments across multiple locations. By ensuring all necessary assets are included, you can quickly replicate dashboards and provide a seamless experience for your clients. Key Considerations for Snapshot Dashboards Widgets and Settings: Dashboards will be loaded with all their widgets, filters, and custom settings intact. However, if these elements rely on additional assets (such as pipelines or custom values), ensure those assets are also part of the snapshot. If they are missing, you may encounter errors that require you to manually correct the widget properties. Default Dashboard: The default dashboard for the sub-account won’t be automatically updated. If you wish to set a new default dashboard, you will need to change it manually after the snapshot is loaded. By following this process, you can easily replicate comprehensive dashboard setups, significantly reducing manual configuration and ensuring consistency across your accounts

Now, you can effortlessly inject dynamic sub-account or user-specific properties into embedded content using iFrames. This guide will walk you through the entire process, making your content more personalized and interactive. Step 1: Switch to Edit Mode To begin, access your Sub Account Dashboard and activate Edit mode. Step 2: Open the Objects Section Once you're in Edit mode, locate the Objects tab in the dashboard's interface. Step 3: Select the Embed Option In the Objects tab, look for the Embed option and click on it. Step 4: Input the Content URL Next, enter the URL of the content that you wish to display in the iFrame on your dashboard. Step 5: Add Custom Parameters After entering the URL, you can append parameters to personalize the content. This will allow the iFrame to adapt based on dynamic user or subaccount information. Step 6: Use Dynamic User or Subaccount Placeholders To make your content adaptable, you can incorporate dynamic placeholders into the iFrame URL. For example, placeholders like {{location.id}} or {{location.name}} can be added to tailor the content for specific subaccounts or users. Example: A URL such as https://app.CRM.com/v2/location/{{location.id}}/conversations can be used, where {{location.id}} will automatically populate with the correct subaccount ID when the page is rendered. You can embed this dynamic URL as an iFrame in the dashboard for personalized experiences. Supported Dynamic Properties There are several dynamic properties that you can use within your URL structure. Replace {{user.userpropertyhere}} with any of the following supported properties to inject specific user information: companyId email phone role type firstName lastName name fullName Example: You can create a custom URL like https://yourwebsiteurlhere.com/?user={{user.firstName}} to pass the user’s first name dynamically into the iFrame.

As an agency admin, you can now efficiently manage feature access and rebilling options for multiple sub-accounts at once using bulk actions. This powerful tool simplifies the administration process and ensures uniformity across all your accounts, making it easier to maintain control over your SaaS offerings. Bulk Action Capabilities The bulk action feature is available for managing the following services: Workflow AI Reviews AI Content AI LC - Premium Triggers & Actions Adjusting Feature Access Across Multiple Accounts Step 1: Access the Agency Dashboard To start, switch to the "Agency View" and navigate to the following path: Settings > LC - Premium Triggers & Actions. Step 2: Select Sub-Accounts A list of all sub-accounts will appear, and you can check the box next to each sub-account that you want to update. Step 3: Modify Feature Access Once you've selected the appropriate accounts, click on the "Actions" button at the top left of the screen. From here, you can toggle feature availability for the chosen sub-accounts. Managing Rebilling Options with Bulk Actions You can also update rebilling settings for multiple accounts simultaneously to ensure that your pricing structure remains consistent. Applying Bulk Actions to Other Features This bulk operation functionality can be used across other products and services as well. To do so, navigate to the relevant section (such as Workflow AI, Reviews AI, or Content AI) and follow the same steps to manage settings. Benefits of Bulk Actions The introduction of bulk actions provides a faster, more efficient way to handle administrative tasks. By allowing you to update multiple sub-accounts in one action, you’ll maintain a streamlined and consistent operation, improving overall management. Frequently Asked Questions Q: Can bulk actions be used for other features besides LC - Premium Triggers & Actions? A: Yes, this functionality is available for Workflow AI, Reviews AI, Content AI, and other services. Q: Is there a maximum number of sub-accounts I can manage using bulk actions? A: There is no limit. You can manage as many sub-accounts as you need. Q: Can I undo changes made with bulk actions? A: Yes, you can revert changes by selecting the sub-accounts again and adjusting their settings accordingly. Troubleshooting Issue: Bulk actions not applying correctly Make sure you’ve selected the correct sub-accounts and applied the appropriate settings using the "Actions" button. If the problem persists, contact support. Issue: Changes are not showing up immediately Some updates might take a moment to reflect. Refresh the page if the issue continues.

This comprehensive guide is designed for users who want to integrate WhatsApp directly into their CRM without using Stripe. This feature is particularly useful for those offering Software as a Service (SaaS) and seeking to include WhatsApp as a communication channel. Whether you're an experienced user or a beginner, this step-by-step guide will show you how to seamlessly integrate WhatsApp into your CRM system. Switching to the Agency Dashboard To access the correct settings, you'll first need to switch to the agency view of the CRM. Step 1: From your main dashboard, switch to the "Agency View." This view enables you to manage SaaS offerings, customize reseller settings, and control sub-accounts efficiently. Adjusting Reselling Settings for WhatsApp Within the agency view, you can modify your reselling configurations to set the prices for WhatsApp as part of your SaaS package. Step 2: Go to the "Reselling" section in the menu on the left-hand side. Here, you can set the pricing for your WhatsApp integration. You have the flexibility to adjust the reseller pricing according to your needs, from $1 to $50, depending on your business model. Activating WhatsApp for a Sub-Account Now that you’ve set your reselling price, the next step is to deploy WhatsApp to a specific sub-account. Step 3: Navigate to "Sub-Accounts" in the agency dashboard and select the account where you want to add WhatsApp. Step 4: Within the chosen sub-account, locate the "WhatsApp Integration" option and click on "Deploy WhatsApp Now." Step 5: To confirm, click on the "Pay Now" button to complete the WhatsApp activation for that particular sub-account. Finalizing WhatsApp Setup After activating WhatsApp, follow these steps to ensure the integration is functioning correctly. Step 6: Switch back to the selected sub-account from the agency view. Step 7: Once inside the sub-account, go to "Settings" and then locate the "WhatsApp" section. Step 8: Click on "Connect to Facebook" and follow the prompts to link WhatsApp with your Facebook Business account, completing the integration process. Troubleshooting and Frequently Asked Questions Q: What should I do if the "Deploy WhatsApp Now" button isn’t working? A: Make sure you're in the correct sub-account and that you have the required permissions. If the issue persists, reach out to customer support. Q: How do I verify if WhatsApp has been successfully integrated? A: After setting up the integration, you should be able to send and receive messages through WhatsApp in the CRM. If this isn’t working, revisit the steps to confirm that everything is correctly configured.

Transferring sub-accounts is a streamlined process designed to enhance account management and efficiency. Here’s a detailed guide to help you manage sub-account transfers effectively. Reasons for Transferring Sub-Accounts Transferring sub-accounts may be necessary due to organizational changes, shifts in account ownership, or to improve management efficiency. This feature allows sub-accounts to be managed by appropriate users or teams without losing data or disrupting services. Step-by-Step Instructions for Transferring Sub-Accounts 1. Access the Transfer Feature: Go to the sub-account section in your Agency dashboard. 2. Choose the Sub-Account: Find the sub-account you wish to transfer. Click the three-dot menu and select "Manage Client" to confirm you are transferring the correct account.  3. Start the Transfer Process: Click on the "Transfer Subaccount" option from the actions dropdown menu. Enter the Relationship Number for the receiving agency. Ensure the details are correct to avoid issues.  4. Confirm the Transfer: Review the transfer details and follow the on-screen instructions to complete the transfer request. Make sure to read and accept the Sub-Account Transfer Guidelines.  5. Finalize the Transfer: Once confirmed, a transfer request will be sent to the recipient agency. The sub-account will be transferred once the receiving agency approves the request.  6. Monitor the Transfer: Track your transfer requests by going to Agency Level > Sub-Accounts and selecting "Sub-Account Transfers." You can cancel a request if needed by clicking the three-dot menu and selecting "Cancel Request."  Step-by-Step Instructions for Receiving a Transferred Sub-Account 1. Initiate the Transfer Request: The transferring agency must request the transfer by following the steps provided. 2. Review the Transfer Request: You will receive an email notification about the transfer request. Click "Review Request" to proceed.  Alternatively, navigate to Agency Level, select "Sub-Accounts," and choose "Sub-Account Transfers."  3. Approve the Request: On the Transfer Requests page, approve the request. The sub-account will be transferred to your agency upon approval.  Important Considerations Data Integrity: Verify that all data, including contacts, campaigns, and settings, are accurately transferred. Back up crucial data before initiating the transfer. Notifications and Verification: Both the releasing and receiving agencies should monitor their emails and notifications to confirm the transfer's success and address any issues. Transferred Data and Assets: Included: API keys, funnels and websites, calendars, automation-enrolled contacts (workflows will remain published), and contact history. Excluded: Authentication connections (e.g., Google, Facebook), Facebook and Google settings, Stripe fields, SaaS settings, Smartlists, Mailgun/SMTP settings, active subscriptions (e.g., WordPress, Yext). Phone Number Transfers: Both Agencies Using LeadConnector: Phone numbers will transfer automatically with the sub-account, retaining the A2P DLC status. One or Both Agencies Using Twilio: Phone numbers will not transfer. Coordinate with Twilio to transfer any desired phone numbers. Troubleshooting Common issues may involve permission errors, data discrepancies, or verification problems. Consult the support team if you encounter difficulties during the transfer process. Frequently Asked Questions (FAQs) Q: Can I merge two sub-accounts? No, sub-account transfers involve moving the entire sub-account rather than merging its data. Q: Are HIPAA-enabled sub-accounts transferable? Yes, but only if the receiving agency has the HIPAA Compliance add-on package. Q: What preparations are needed before transferring a sub-account? Ensure all users are assigned to the sub-account, disable SaaS mode for SaaS sub-accounts, and cancel all active subscriptions. Q: What steps should I take after the transfer? Reconnect authentication connections, reinstate integrations, set up the sub-account-level Stripe account, re-add email services, and re-enable SaaS if applicable. Q: Will deleted workflows be visible after a location transfer? Deleted workflows from the previous location will not appear in the new location’s "Deleted" tab. Only new location’s deleted workflows will be visible.

Accessing Your Agency View Step 1: Confirm You’re in Agency Mode To ensure you're working from the correct interface, verify that "Agency Dashboard" appears in the left-hand navigation menu. This confirms that you are in the agency view and not within any specific sub-account. Identifying the Sub-Account for Removal Step 2: Navigate to Sub-Accounts Scroll down to locate the "Sub Accounts" section of your dashboard. You can either search for a specific sub-account by location or manually scroll through the list to find it. Once identified, click on the “Manage Client” button to access the account's settings. Beginning the Deletion Process Step 3: Initiate Deletion To start the deletion process, go to the top-right corner of the sub-account management screen. Click the "Actions" button and then choose the "Delete" option from the dropdown menu. This action will initiate the removal procedure, but don't worry—you’ll still have the chance to confirm before finalizing it. Confirming the Sub-Account Removal Step 4: Final Confirmation Before the sub-account is permanently deleted, a final confirmation prompt will appear. Select "Delete Account" to complete the process. This step is vital for reviewing pending tasks like unresolved invoices or important data that may need to be handled before deletion. Important Considerations: Phone Number Disconnection: Deleting a sub-account will remove any associated phone numbers. If these numbers need to be retained, ensure they are disconnected from the account before proceeding with deletion. Scheduling and Stopping Deletion Step 5: Scheduling or Canceling the Deletion Once confirmed, you have the option to "Schedule for Deletion," which gives a buffer period in case you need to reverse the action. If you change your mind before the deletion is finalized, you can navigate to the sub-account's settings and select "Stop Deletion" to halt the process. Troubleshooting and FAQs Can I recover a sub-account after it's deleted? No, once a sub-account is permanently deleted, it cannot be restored. Make sure to backup any critical data before initiating deletion. What happens to the data in a deleted sub-account? All data, including contacts, communication records, and analytics, will be permanently erased. Export any necessary information prior to deletion. Can a sub-account be deleted with outstanding financial issues? It’s advisable to resolve all outstanding invoices and payments before deleting a sub-account to prevent any complications.

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.

Introduction: In certain situations, you may need to offer a client a rate different from the default configuration in SaaS Mode. This adjustment is only possible if SaaS Mode is enabled for the subaccount. Steps to Modify Client Rates: 1. Access the Agency View: Begin by navigating to the Agency View from your dashboard. Locate and select the "Sub Accounts" option from the menu. Find and click on the specific subaccount you wish to modify. This section allows you to manage settings specific to the selected subaccount. 2. Select the Subaccount: Click on the name of the subaccount you need to update. This action will direct you to the management page for that subaccount. 3. Adjust Pricing Settings: Scroll to the "Rebilling Settings" section. Here, you can modify the markup for services with rebilling enabled or toggle rebilling on or off for specific services. Note that these adjustments will only impact the selected subaccount Troubleshooting and FAQs: Issue with Rate Changes: Ensure SaaS Mode is enabled for the subaccount. Double-check that you are modifying the correct subaccount and that all changes are saved. Rebilling Settings Not Visible: If you cannot access the rebilling settings, verify your permissions and ensure that SaaS Mode is active for the subaccount you are editing.

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.

Snapshots are valuable tools that create exact copies of your sub-accounts, capturing essential assets such as funnel templates and automation workflows. They enable the swift replication and upload of these assets across various sub-accounts. Features of Snapshots: 1. Importing Snapshots: Easily import snapshots into new or existing sub-accounts to transfer all associated assets quickly. This function is particularly beneficial for marketing agencies managing client onboarding. 2. Updating Across Accounts: Effortlessly upload specific assets or collections of assets to all linked accounts at once. This feature is essential for rolling out updates across multiple accounts rapidly. How to Import Snapshots: 1. Access the Sub-Accounts Section: From your CRM’s main dashboard, navigate to the section dedicated to sub-accounts.  2. Create or Choose a Sub-Account: For new clients, set up a new sub-account and select a snapshot during the setup. For existing sub-accounts, simply select the one you wish to update.   3. Import the Snapshot: Click on “Manage Client,” then go to “Actions,” and select “Load Snapshot.” Choose the snapshot you want to import and specify the assets to include. The CRM will check for any potential conflicts to ensure no critical data is overwritten.   Uploading Updates to Multiple Accounts: 1. Update Your Snapshot: Ensure your snapshot reflects the latest asset updates. 2. Choose Target Locations: From the snapshots menu, select the locations where you wish to apply updates. You can opt out of specific locations if needed. 3. Select Assets for uploads: Choose the assets you want to push to the selected locations. The CRM will list the assets being updated and check for any potential conflicts before finalizing the process. Troubleshooting and Common Questions: What if there are conflicts during snapshot import?  You can choose to either bypass the conflicting assets or override them based on your needs. Can I update only specific assets?  Yes, you can select individual assets for uploads, ensuring that only the updates you want are applied.

A customized plan is a targeted proposal designed to address the specific needs and circumstances of an individual or business. It offers a personalized approach that sets your offer apart from standard options. Steps to Develop a Customized Plan: 1. Assess Requirements: Determine the unique needs and challenges of your target audience. This varies by industry and individual situations. 2. Collect Data: Utilize surveys or questionnaires to gather comprehensive details from potential clients. This can be achieved through online forms or direct conversations. 3. Evaluate Information: Analyze the collected data to craft a plan that aligns with the client’s specific requirements and goals. 4. Craft the Strategy: Design a thorough strategy that incorporates the necessary elements to address the client's needs, utilizing CRM tools to organize and execute the plan. Setting Up the Funnel for Custom Plans A streamlined three-step funnel can effectively gather the data needed for creating tailored plans: 1. Lead Capture Page: Use an enticing offer or lead magnet to encourage prospects to sign up. 2. Information Collection Page: Provide an opportunity for prospects to request a custom plan through a survey designed to collect relevant details. 3. Follow-Up and Scheduling: After completing the survey, prospects can arrange a meeting to discuss their personalized plan, boosting engagement and conversion rates. Leveraging CRM Tools for Custom Plans Several CRM features are essential for creating and managing customized plans efficiently: 1. Custom Data Fields and Forms: Implement custom fields and forms to capture and organize specific information from your surveys. 2. Proposal Templates: Develop a dynamic template for custom plan proposals, incorporating fields that automatically populate with prospect data. 3. Automation: Set up workflows to automatically send the customized plan via email once the prospect submits the required information, streamlining the process. Troubleshooting and Common Questions How to Prevent Emails from Ending Up in Spam:  Ensure your email configurations are correctly set up and that you use verified domains to improve deliverability. Can Custom Plans be Adapted for Different Sectors? Absolutely, the CRM allows for full customization of fields and templates to cater to various industries. What to Do If Incomplete Information is Provided: Follow up with prospects to gather any missing information before finalizing their custom plan.

In the agency view, the Sub Accounts tab provides a comprehensive interface for creating, viewing, and managing your sub-accounts. From this section, you can access critical information about each sub-account and send scheduled reports to sub-account administrators. Creating and Accessing Sub-Accounts: At the top right of the Sub Accounts tab, you have options to either create a new sub-account or access scheduled reports. Organizing Sub-Accounts: You can efficiently manage your sub-accounts by searching for specific names, selecting or deselecting columns, and sorting them based on various criteria. Decoding the Sub-Account Card: Each sub-account is represented by a card that provides essential details: Top Left: Displays the sub-account's name and address. Top Right: Shows key performance metrics for the sub-account. Service Status Icons: At the bottom of each card, small icons indicate the status of various services for that sub-account. This includes: WordPress and Yext activation SaaS Mode status SaaS subscription usage Phone and email rebilling status Management by LC for phone and email These icons provide a quick overview of the sub-account’s services and settings. To access more detailed information, click on the sub-account’s name or use the three-dot menu at the bottom right corner of the card and select “Manage Client.” Editing Account Details: On the account detail page, you can edit various details, including: Contact Information: Update the account name, address, and other contact details. Service Management: Disable offers for services such as Yext, Conversation AI, and WordPress. Managing SaaS Mode and Credits: SaaS Mode: Enable or disable SaaS Mode as needed. If enabled, you can adjust the default products/features set by the SaaS configurator. Account Wallet: Manage credits, set monthly complimentary credits, and choose whether to rollover credits to the next month. Controlling Rebills and Rates: You can enable or disable rebilling for each service and adjust rates specific to the sub-account you are managing.

What is a CRM Snapshot? A CRM snapshot serves as a detailed replica of a specific CRM configuration at a given moment. It captures elements such as calendars, sales pipelines, marketing campaigns, automation workflows, and forms. These snapshots can be applied to new or existing sub-accounts to streamline setup processes and maintain consistency across client accounts. Who Is Allowed to Set Up a Snapshot? Only agency administrators have the permissions to create and manage snapshots. This capability is not available to sub-account users. Accessing the Agency View 1. Switch to Agency View: Start by accessing the agency view from your CRM dashboard, as this is essential for initiating the snapshot creation process. 2. Select Your Current Sub-Account: Locate and click on the sub-account selector section. 3. Enter Agency View: Choose “Switch to Agency View” to proceed with snapshot creation. Creating a New Sub-Account 1. Start New Sub-Account Setup: Within the agency view, select the "Sub-Accounts" menu. 2. Initiate New Sub-Account: Click on "Create New Sub-Account," opting for a "Regular Account" rather than a SaaS account. 3. Choose "Blank Snapshot": Begin with a clean slate by selecting “Blank Snapshot” for your new sub-account. Entering Sub-Account Details Use generic terms such as "Demo" for naming the sub-account. It’s essential to enter the intended snapshot name under "Business Name" in the general information section, as this name will be used as the sub-account name. Configuring the Sub-Account 1. Set Up Calendars: Create and configure calendars according to your requirements. 2. Design Sales Pipelines: Develop pipelines to manage client interactions. For instance, a pipeline might include stages like New Leads, Booked Calls, Agreement Sent, Onboarding, Active Clients, and No-Shows. 3. Configure Marketing and Automation: Set up email campaigns, templates, and automation workflows. Organize automation into folders for better management. 4. Create Sites and Forms: Set up website funnels, landing pages, and forms to be included in your snapshot. Creating and Managing the Snapshot 1. Access Snapshot Creation: Return to the agency view and navigate to “Account Snapshots.” 2. Initiate Snapshot Creation: Select “Snapshots” from the menu, then click “Create New Snapshot.” 3. Name and Save: Choose the configured sub-account and name your snapshot, then click “Save” to complete the process. Sharing and Updating Snapshots 1. Share the Snapshot: Generate a shareable link, email it, or provide a permalink. You can restrict access to specific agencies or sub-accounts if necessary. 2. Update the Snapshot: Refresh the snapshot to include changes from the original sub-account without creating a new snapshot. Updates will not automatically reflect in snapshots shared outside your agency. 3. Push Updates: Push updates to sub-accounts within your agency using the snapshot. External users will need to re-import the snapshot to see any updates. Troubleshooting and Common Questions What if the snapshot creation option is missing? Verify that you are logged in as an agency administrator, as this feature is unavailable to sub-account users. Can I update a shared snapshot? Yes, you can refresh and update the snapshot, but external users who have used the snapshot will need to re-import it to receive the latest updates.

To maintain the integrity of your sub-accounts and prevent misuse, follow these steps to update the SMS or email sending limits: 1. Review Account Activity:  Start by checking the sub-account’s recent activity to confirm that it is not involved in any spam-like behavior. 2. Access Sub-Accounts Section:  In the Agency Dashboard, locate and select the "Sub-Accounts" tab. 3. Choose the Specific Account:  Click on the sub-account whose sending limit you wish to modify. 4. Modify the Sending Limit:  Scroll down to the "Additional Settings" area, where you can adjust the limits for SMS and email sending. 5. Contact Support for Higher Limits:  If you need to set a sending limit beyond 10,000 SMS per day, or if you require an email limit exceeding 450,000 emails (available for accounts with a dedicated domain), reach out to Support for assistance.

Switching to Agency Mode: Begin by heading to the top left corner of your CRM interface. Click the option to switch views and select "Agency Mode." Accessing Configuration Settings: In Agency Mode, find and select the "Settings" option. Within the settings menu, go to the "Phone Integration" section. Locating and Updating Client Accounts: In the Phone System settings, browse the list of accounts. Click on the pencil icon or the three-dot menu next to the account you wish to update. Modifying Credentials: Choose the option to update the credentials. Enter the Account SID and Auth Token provided by Twilio for the client. Click "Save" to confirm and apply the changes. Creating a Twilio Sub-Account Logging into Twilio: Access the Twilio platform by logging into your account. Setting Up a Sub-Account: Click on the "Accounts" tab at the top right of the screen. Select "Sub Accounts" from the dropdown menu. Click on "Create Account" in the top right corner. Enter the required details, such as the location and company name. Click "Create" to finalize the creation of the sub-account. Obtaining Credentials: Once the sub-account is created, click on its name to access it. Copy the Account SID and Auth Token for use in the CRM. Troubleshooting and Common Questions What if a number is already in the master account? If you need to move a number from a master account to a sub-account, reach out to Twilio support for help. How can I verify that credentials have been updated correctly? After updating the credentials in the CRM, perform a test by sending a message or making a call to ensure the integration is functioning properly.

Premium Feature Overview The functionality to duplicate contacts across sub-accounts is a valuable premium feature designed to streamline data management and improve workflow efficiency. To use this feature, it’s essential first to activate it in your agency settings. This functionality allows you to seamlessly transfer contact details, including tags and custom fields, ensuring a thorough migration of data. Activating the Premium Feature Access Agency Settings: Start by navigating to the agency settings from your primary dashboard. Find Premium Actions: Within the settings menu, locate the section titled “Premium Actions and Triggers.” Enable the Feature: Toggle the switch to activate premium actions and save the changes. You may need to refresh the page for the update to take effect. Configuring the Workflow Initiate a New Automation: Within your sub-account, head to the automation section to create a new workflow. Set a Trigger: Choose an automation trigger, such as a form submission, and select the relevant form. Add the Copy Contact Action: Look for the "Copy Contact" action, which is marked with a golden crown symbol, denoting its premium status. Configure the Settings: Select Target Sub-Account: Choose the sub-account where the contact details will be copied. Include Tags and Custom Fields: Decide if tags and custom fields should be copied. If you select custom fields, they will be automatically created in the target sub-account if they don't already exist. Finalize and Activate: Save your configuration and publish the automation to activate the workflow. Example Use Case Suppose a contact form submission is received in one sub-account, and you need the contact’s information, including tags and custom fields, to be replicated in another sub-account. By setting up the automation, the contact's details will be transferred automatically to the designated sub-account upon form submission, enhancing your data management efficiency. Troubleshooting Tips Verify Premium Feature Activation: If you can’t find the copy contact action, make sure that premium actions are enabled in your agency settings. Check Automation Triggers: If the contact duplication isn’t occurring as expected, review the automation triggers to ensure they are properly set. Review Custom Fields: Ensure that the option to copy custom fields is enabled in the action settings if fields are not transferring. Frequently Asked Questions Can I duplicate contacts to multiple sub-accounts at once? Currently, this feature supports copying to one sub-account at a time. To copy contacts to multiple sub-accounts, you’ll need to set up individual automations for each target sub-account. Is there a limit on the number of contacts I can copy? While there’s no explicit limit, large-scale data transfers might affect system performance. It’s recommended to manage and monitor these transfers carefully.