How Do I Create Accounts For Clients?

Please note: It is important to understand how to manage your company set up before creating accounts for clients. Please check out this article first: Manage Your Company Setup. In order to keep notifications around billing separate then please have each account connected to it's own company as described in: Create multiple companies that are NOT connected.

As an agency or partner, you may be tasked with setting up Dealfront accounts for your client. Don't worry, we make it simple! Follow the steps below and prepare for happy clients!

STEP 1: While you are logged in to Dealfront, click the settings symbol on the upper right corner.

Switch to the company tab on the upper left corner and click on the Accounts section to open the overview of all accounts you have under your company. Click on Add a new account and follow the next steps.

Adding a new website will begin a completely new trial and potential account.

STEP 2: This will take you through the account setup process. It may look familiar! You did on your first account.

Add the new website you want to add and click on Continue.

Then choose whether you want to include traffic to your existing account or create a new account.

Next up, answer the questions that follow so that we can make sure the new company is set up right!

STEP 3: You will be forwarded to the section Website Tracker. In order to receive company data, you need to install the Leadfeeder Tracker. You will see the script in the next step. Chose one of the two displayed options to install the script to your website.

STEP 4: Once your new company is set up or you have selected your current company you can give any connected users access to the new account. To do this, open the user management on the left sidebar and click Access next to the user you like to modify.

You can also edit the company details, invite new users and find the Leadfeeder tracking script by clicking your name on the upper right corner, and then by selecting Settings and Company.

Completing these steps will create a new account under your client's company name while you retain access in order to continue to support them. This setup will begin a new 14 day trial for the account and its own paid subscription options. This also allows the client to manage and pay their own subscription if desired.

Questions, comments, feedback? Please let us know by contacting our support team via live chat or by sending us an email at support@dealfront.com.

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