Manage Your Company Setup

Find out more about the different ways to manage your Dealfront company setup in this article.

Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

When you sign up for Dealfront we create a single company and account for you. There are however a few variations you can have on this. You can, for example, have multiple accounts within one company, and multiple websites within each account.

Depending on what type of a business you are (e.g. a marketing agency with clients vs a company) and what you need to achieve ( e.g. manage multiple websites, accounts or companies) there are different ways to manage your Dealfront setup.

Quick Links:

1. Create multiple companies that are NOT connected

If you are a marketing agency and manage multiple clients you might prefer to have a separate Dealfront subscription for each client.

This ensures only users connected with this account can access it. By purchasing separate subscriptions for each account it is easy to choose the right package, implement filters, connect the right CRM, and see only identified companies from one site at a time.

Simply start a new trial and and then subscription for each separate company following the steps in this article and choose the option to Create a new account. Your accounts won't be connected in any way.

A tracker script with a unique ID will be created for you to place on the new website and you'll set this up individually.

This option works best if you need to have a separate tracking script, data sets, and specific billing, or if you are managing accounts for clients and access needs to be controlled. For example, for agency customers whose clients will be responsible for managing their own individual accounts.

2. Add a new website to your Dealfront company or account

You have the option to use the same Leadfeeder tracking script on multiple websites.

Simply install the script on each site you want to track using your preferred method of choice. We have provided some guidance in this article.

This is recommended if you have a "main" domain and a subdomain you want to track under the same Dealfront account.

When adding new websites be sure to update your Tracker Traffic rules. For example, in the screenshot below we are tracking two sites using the same script under one paid account. These are the two hostnames which are toggled to the 'on' position: dealfront.com and companya.com.

You can also add a website to your existing account using a different method. Open your current Company settings, navigate to Accounts and click on Add a new account.

You will then be asked to type in the website address of the new account. After this you will have 2 choices:

Click on Select Account and choose which domain name to add to your current account. You will be prompted to add the tracker script used for your current account on the newly added website.

You can add up to 150 websites (domain names) to one account. Remember every site you add to your account will likely increase the number of companies we identify.

This option will work best if you have multiple websites for the same business, or sales and marketing team, and you don't mind that all the users see all the identified companies or use the same credit pool.

Please note: If you are a Salesforce CRM user, that Salesforce allows one Salesforce user token to integrate max 4 "apps", meaning Dealfront accounts.

3. Move an existing Dealfront account to another existing Dealfront company

You can move an existing Dealfront account to another Dealfront company. That Dealfront company will therefore have two accounts. You will need to be an admin of both the company you wish to move from and to.

This is useful if you need to place two unconnected Dealfront accounts under one company, for example in the case of a company merger or takeover.

In the account you wish to move, switch off the ProSeats for all users that have them and then navigate to your Dealfront Account Settings and click Details. Click on the Change button as indicated below and choose which company you wish to move this account to in the dropdown list that appears. Don't forget to Save.

Please remember that you have to change the tracking script on the website of the Dealfront account you just moved to that of the account you moved it to.

4. Add a new Dealfront account to an existing Dealfront company

If you need to add a new account to an existing Dealfront company this is simple to do. This is useful if you have, for example, a subsidiary which has a different website and you want to see both of your websites in separate Dealfront interfaces for clarity.

Open your current Company settings, navigate to Accounts and click on Add a new account.

You will then be asked to type in the website address of the new account. After this you will have 2 choices:

Click on Create new Account. A new subscription related to your current account will be created. A separate trial and future paid subscription will be started. However, this new account will be connected to your company in your Dealfront settings.


You will be asked to install a tracker script to your new website. You will be set up as a user on the new account and the tracker code and billing information would be shared between the original and new account. However, the trial/subscription identified companies would not be counted in or billed with your current account.

This may be applicable if you are managing and paying for subscriptions but you need users and CMS setups to be separate.

Please note: In this option the Leadfeeder Tracker is the same for all website accounts. You will be able to switch between your accounts by clicking on your User icon and selecting the right account from the dropdown list.

5. Split an existing Dealfront account

You may find you want to split up the data coming into your Dealfront account, perhaps because you were tracking multiple websites together, but now due to a company sale need to split these up.

Currently, it is not possible to split one account into two/multiple accounts. However, we do have a suggested workaround involving custom feeds.

Create a custom feed and name it something relevant to the website you want to track, for example Account #1 or companya.com.

Choose the custom feed filter of "Page URL". Select "begins with" and then insert the domain for your first account, so companya.com as per our example.

Click Add and then Save the feed.

Follow these same exact steps for your second website, using the second domain name, e.g. companyb.com.

You will now have a custom feed showing you the identified companies landing on each website without having two accounts.

--

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

RELATED:

Did this answer your question?