An Agency Portal is great for consultants or anyone who wants to offer a texting solution to their clients. The Agency Portal gives you access to set up, manage, and send texts on your client's behalf. 

Here's a glimpse on what that looks like:
In your portal, you'll have a list of all your client's and you can make changes to their account by assuming the account. 

To add a client to your account, simply select Create Client to send your client an email invitation. Below is a list of what your client's sign up process looks like.

  1. Confirm Salesmsg email invitation
  2. Choose a Salesmsg number
  3. Add payment information

Once your client's account is set up, you can then Assume Client to make any changes to their account.

Frequently Asked Questions

How do I add additional members to the client's account?
How to invite members to your team

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