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.
- Confirm Salesmsg email invitation
- Choose a Salesmsg number
- 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