Agency

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