How do I add a new Leadfeeder account for my client?
As an agency or partner, you may be charged with setting up Leadfeeder accounts for your clients. Don't worry, we make it simple! Following the steps below and prepare for happy clients!
IMPORTANT NOTE: You need to have Read & Analyze access to your client's Google Analytics view if you want to add it as well as access to add the Leadfeeder Tracker. You can add the Tracker though the source code, Google Tag Manager, or a Wordpress plugin.
Step 1: While you are logged in to Leadfeeder, click the name of the account on the upper right corner. Select + Add a website from the dropdown menu. 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.
Likely you will want to add a new company so that it is set up exactly as expected and billed to the new company as well. For that you will select 'Add a new company' and add in the name and website.
Then answer the questions that follow so that we can make sure the new company is set up right!
Do you use a CRM?
Do you use MailChimp?
What about your sales team?
Step 3: 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. You can select options from the list provided!
Step 4: Have the Leadfeeder Tracker script installed on your client's website. You will see the script in the next step. You can copy straight from here or share with the new team via email.
You can also log into the new account you have created and find their script in the Company settings under Leadfeeder Tracker.
You may have access to do this, or you may need their team to help. Get the tracking script on as soon as possible so that they can start seeing new leads!
Use these articles to help: How to install Leadfeeder Tracker and How to check if Leadfeeder Tracker is working.
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 it's own paid subscription options. This also allows the client to manage and pay their own subscription if desired.