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Articles on:Agency Management
Create and manage client accounts from the LeadTruffle agency portal.

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  • Add an existing LeadTruffle account to an Agency account
    Intro Step 1: Get the Code Head to Company Settings in the Settings tab in the desired Company Account 2. Scroll down to Agency Management, then reveal and copy the "Join AgencySome readers
  • Create a new LeadTruffle account from the Agency portal
    Step 1: Head to the Companies tab https://agency.leadtruffle.com/companies ​ Step 2: Click "Add Company" Step 3: Input the Company / Client's details Company names must be unique in our system Email addresses must be unique. If you need to create multiple accounts using the same email, you can use the [email protected] format Step 4: Click "CreFew readers
  • How to brand your chat widget with your agency name
    How to brand your chat widget with your agency name 📝 Put your agency's name on a connected company's chat widget so the footer reads "Powered by [Your Agency Name]." Table of contents Overview Before you start Turn on your agency branding What the widget will show Troubleshooting Overview If you manage a client's account through aFew readers

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