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Agency
Features and step-by-step guides for LeadOwl agency plan subscribers
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
Written by
Team LeadOwl
Updated over a week ago
How to Set Snooze for Clients or Sales Reps
Agency Users can set the Snooze Schedule
Written by
Team LeadOwl
Updated over a week ago
Adding a Client or Sales Rep in LeadOwl
How to add clients/reps to Agency Web account and mobile app
Written by
Team LeadOwl
Updated over a week ago
Add Additional Clients/Sales Reps to an Agency Plan
Learn how to add more than the 5 clients the Agency Plan includes
Written by
Team LeadOwl
Updated over a week ago
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
Written by
Team LeadOwl
Updated over a week ago
Push Notification Reminders
Learn how to set up reminders to follow up with leads
Written by
Team LeadOwl
Updated over a week ago
Accessing Coaching Sessions
Dan Henry Coaching and Sessions for Agency Annual Members
Written by
Team LeadOwl
Updated over a week ago
How Does the Lead Rotator Feature Work?
Automatically distribute leads among multiple sales reps or clients
Written by
Team LeadOwl
Updated over a week ago
How to Set Up the Lead Rotator
Distribute leads among multiple sales reps or clients automatically
Written by
Team LeadOwl
Updated over a week ago
How to Email an Analytics Report
Use the reporting feature for agency, solo and client accounts to get an instant report emailed.
Written by
Team LeadOwl
Updated over a week ago
Naming an Integrated Funnel Display
Use a familiar name within LeadOwl for your clients or sales reps
Written by
Team LeadOwl
Updated over a week ago
Custom or Separate Quick Replies
Learn how to set up separate emails or texts for clients and sales team users
Written by
Team LeadOwl
Updated over a week ago
Viewing Leads of Clients or Team Users
Learn how to view leads of anyone who is a client or sales team user
Written by
Team LeadOwl
Updated over a week ago
Deleting a Client or Sales Rep Account
Step-by-step for Agency Users to remove an account
Written by
Team LeadOwl
Updated over a week ago
Deleting Add-on Clients or Sales Reps
How to cancel clients or sales reps from your Agency account
Written by
Team LeadOwl
Updated over a week ago