As an Agency user you are able to add clients or sales reps from your LeadOwl account. Agency monthly and annual plans include 5 client/sales rep accounts.
If you want to add more Clients or Sales Reps to your Agency plan, here's how.
First, log in to the web/desktop version of LeadOwl. From the side navigation, click Add Clients.
Now you're on the page with all your clients/sales reps. Click on + Purchase Additional Clients.
A popup will appear showing you the charge of $20/month you're adding for your new client or sales rep account. The card on file will be billed immediately to add the client. Click Purchase.
Note: If you want to change the card on file for billing, go to the Account page, make the change, and then come back to complete the purchase.
You'll instantly receive a receipt for your purchase, and the new client/sales rep account will be added to your Agency account. You will see the slot appear instantly.
The new slot is gray, showing it hasn't been used yet, so click on the Add Client icon.
The Add New Client popup will appear so you can enter the client or sales rep's information to send out the invitation to LeadOwl.
Adding a client invites the client or sales team user to set up a LeadOwl account to access leads.
You can add as many clients or sales reps to your Agency account as you like. Just go through the same steps again.
Billing Note: Your additional add-on client or sales rep accounts will bill the day you add them and then monthly on one invoice.
Example: If you have 3 additional client or sales rep add-on accounts that you added on June 6th, you'll be billed $20 three times separately on that day. Then moving forward, each month on the 6th you'll have one invoice that will bill for $60/monthly. LeadOwl will group them together monthly as one charge.