Articles on: Account

How to setup clients

Hey, welcome to one more helpdesk article, on this article we'll explain how to setup clients, the LeadOwl Agency Plan has no initial costs, meaning you won't be billed for using the plan itself. However, you will incur charges as you add clients to your dashboard.

To set up LeadOwl clients inside your agency account, you can follow these step-by-step instructions:

Step 1: Go to the clients menu.

Inside the LeadOwl dashboard, navigate to Clients and click the Add New Client button.

Add Client
Add Client

Fill in the form with your client information and click on the "Add Client" button.

Add Client

That's it! Your client should now receive a welcome email and be set up to access LeadOwl dashboard. Create the integrations and test thoroughly to ensure the data is being transmitted correctly.

Updated on: 27/05/2024

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