• Setting up Agency

  This article will help you to setup your agency Upon successful login, user will be taken to clients page. The page will look like below for the first time. Adding a new Client Click on Add to client Click on Add Client button, a popup will open asking for Client Name Select Account Manager (dropdown field with search option, if user starts typing the name or email id, dropdown should start populFew readers

• Clients Page

  Below are the list of columns available under list view Expand <Collapse Icon -- Expand this client to view list of users Client Logo and Name with impersonate icon -- Name of the client Manager with photo, name and email id -- Account Manger for this client Active Users -- Total no. of active users working on this client Total Emails Sent -- Total emails sent in last 30 days ToFew readers

• Adding Users to Sales Agency

  Navigate to users page from the side menu, For the first time, the user who has done sign up will be visible. The page would look like this Team Member -- User Name with email id and photo Status -- Status of the user whether it is Active / Inactive Clients Assigned -- No. of clients assigned to the respective user Client Permission -- Showing which all permissions are given to this user AgenFew readers

• FAQs - Sales Agency

  How Outplay's Sales Agency is different from Outplay's Engagement portal ? Outplay's Agency panel is where you can add /manage all your Clients, assign team members. Outplay's Engagement portal allows you to run sequences for your client, add prospects and accounts. What does White-label mean? White labeling lets you use Outplay's engagement portal with your client logo for a customized, professional touch. Can I switch between Agency portal and Engagement portal ? Yes, you canFew readers