LeadBoxer reseller best practices
As reseller or agency you will want to add your clients to your account. the good news is that you can start doing so right away! There is no (technical) difference between a regular and a reseller account, everything you need is already in there.
Here are the steps to get going:
Note: Make sure you are logged into your account as Admin
Adding and activating your customers:
Add your clients website(s) to your list of datasets:
Optionally, you can provide access to the LeadBoxer interface (and configure notifications) for your clients by adding them as 'users' , giving them access to view the leads and/or customers for their own dataset(s). Make sure you do not set 'Admin' permissions for your clients.
- Once the dataset (and users) are added, you can go ahead and provide them with the tracking pixel for their website, and implement as many integrations as possible to get the most out of LeadBoxer. Please see the Getting Started guide and work off the list: https://docs.leadboxer.com/article/144-getting-started
If you are ready and want to activate your account, contact sales to setup billing. We have special pricing structure for Resellers.
- Some integrations cannot be setup for multiple sites from within a single account (eg Pipedrive) so please contact us if you need this.