Agency

Features and step-by-step guides for LeadOwl agency plan subscribers

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15 articles in this collection
Written by Team LeadOwl

What is an Agency Account with LeadOwl?

Learn more about the attributes of an Agency account
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Written by Team LeadOwl
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How to Set Snooze for Clients or Sales Reps

Agency Users can set the Snooze Schedule
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Written by Team LeadOwl
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Adding a Client or Sales Rep in LeadOwl

How to add clients/reps to Agency Web account and mobile app
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Written by Team LeadOwl
Updated this week

Add Additional Clients/Sales Reps to an Agency Plan

Learn how to add more than the 5 clients the Agency Plan includes
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Written by Team LeadOwl
Updated this week

How to resend the onboarding text to invite a client or sales rep to LeadOwl

Steps on how to resend the onboarding SMS to your client or sales rep
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Written by Team LeadOwl
Updated this week

Push Notification Reminders

Learn how to set up reminders to follow up with leads
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Written by Team LeadOwl
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Accessing Coaching Sessions

Dan Henry Coaching and Sessions for Agency Annual Members
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Written by Team LeadOwl
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How Does the Lead Rotator Feature Work?

Automatically distribute leads among multiple sales reps or clients
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Written by Team LeadOwl
Updated this week

How to Set Up the Lead Rotator

Distribute leads among multiple sales reps or clients automatically
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Written by Team LeadOwl
Updated this week

How to Email an Analytics Report

Use the reporting feature for agency, solo and client accounts to get an instant report emailed.
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Written by Team LeadOwl
Updated this week

Naming an Integrated Funnel Display

Use a familiar name within LeadOwl for your clients or sales reps
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Written by Team LeadOwl
Updated this week

Custom or Separate Quick Replies

Learn how to set up separate emails or texts for clients and sales team users
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Written by Team LeadOwl
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Viewing Leads of Clients or Team Users

Learn how to view leads of anyone who is a client or sales team user
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Written by Team LeadOwl
Updated this week

Deleting a Client or Sales Rep Account

Step-by-step for Agency Users to remove an account
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Written by Team LeadOwl
Updated this week

Deleting Add-on Clients or Sales Reps

How to cancel clients or sales reps from your Agency account
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Written by Team LeadOwl
Updated this week