new
Prospecting
Prospecting Tool - Now available in Sub-Accounts š
What's New:
The Prospecting Tool has been enhanced to support Sub-Accounts, allowing agencies to better streamline and expand their prospecting capabilities.
How to Enable the Prospecting Tool for Sub-Accounts:
Navigate to Agency View ā Reselling.
Locate the Prospecting Tool section and enable the toggle to grant Sub-Account access.
Key Features:
1. Sub-Account Level Access
Agencies can now provide team members with direct access to the Prospecting Tool at the sub-account level, eliminating the need for access to the main agency dashboard.
2. Reselling to Clients
Agencies can resell the Prospecting Tool to clients by activating it for individual sub-accounts. Clients can independently generate marketing audit reports, track analytics, and manage their prospects.
3. Independent Prospect Management
Each sub-account now has its own dedicated view for managing prospects, audit reports, and analytics. Agencies can customise prospecting workflows for individual clients or teams.
4. Seamless User Experience
- Easy Onboarding: Sub-account users can quickly get started with minimal setup.
- Integrated Reporting: Sub-account-specific analytics provide tailored insights.
- Enhanced Permissions: Agencies maintain control, enabling or restricting features for individual sub-accounts as needed.
Why it Matters?
For Agencies:
This update empowers agencies to:
- Delegate prospecting tasks to sub-account users without granting full agency-level access.
- Resell the Prospecting Tool to clients as a value-added service, driving additional revenue streams.
Kickstart 2025 with more clients. Happy Prospecting, everyone! š¤©