Video 2 - Quick Tour

Getting Accustomed to High Level Account

The transcript explains the structure of a high-level account, distinguishing between agency level and subaccounts, and provides guidance on navigating between them.

Understanding Account Levels

• There are two levels to any account: the agency level and subaccounts (referred to as location accounts).

• The agency level account allows configuration of master settings, creation of subaccounts, and management of billing.

Navigating Subaccounts

• Switching to a subaccount is done by selecting it from the drop-down menu at the top of the page.

• In a subaccount dashboard, users can track new opportunities, leads in pipelines, closed leads, conversion rates, etc.

Differentiating Agency and Subaccount Views

• Menu items in a subaccount differ from those in the agency account.