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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 Add an existing LeadTruffle account to an Agency account screenshot 1 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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