What is an Agency Account with LeadOwl?

Learn more about the attributes of an Agency account

Written by Team LeadOwl
Updated this week

How to Set Snooze for Clients or Sales Reps

Agency Users can set the Snooze Schedule

Written by Team LeadOwl
Updated this week

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 this week

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 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

Written by Team LeadOwl
Updated this week

Push Notification Reminders

Learn how to set up reminders to follow up with leads

Written by Team LeadOwl
Updated this week

Accessing Coaching Sessions

Dan Henry Coaching and Sessions for Agency Annual Members

Written by Team LeadOwl
Updated this week

How Does the Lead Rotator Feature Work?

Automatically distribute leads among multiple sales reps or clients

Written by Team LeadOwl
Updated this week

How to Set Up the Lead Rotator

Distribute leads among multiple sales reps or clients automatically

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.

Written by Team LeadOwl
Updated this week

Naming an Integrated Funnel Display

Use a familiar name within LeadOwl for your clients or sales reps

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

Written by Team LeadOwl
Updated this week

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 this week

Deleting a Client or Sales Rep Account

Step-by-step for Agency Users to remove an account

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

Written by Team LeadOwl
Updated this week