Agency Level CRM
G
Gethyn Hill
There is a HUGE disconnect when managing the agency from a sub-account. We need a way to manage our sub-accounts as an agency. When sub-accounts update their email address/log in email, this does not automatically pull through to the contact inside my sub-account (the one I manage my agency with). I've had an incident recently where important emails were sent to my sub-account clients, but they didn't receive them as the email address associated with their account was no longer the one I had inside my sub-account.
An Agency CRM is a must!!
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T
Todd Ross
Yes this is a very basic feature. I can't market or email my sub account owners from the agency level and to be able to even communicate with them I have to go look them up at the agency level because when someone creates a new subaccount, it does not translate into my company sub account.