Accessing Clients in Lead Gen & CRM

Lead Gen & CRM enables you to access your agency's clients directly through your main agency account.

You can either access clients through the Client Management Console or through your Settings page under Manage Clients. This article will detail both ways users can access client instances.
 

This article applies only to Agency clients. For individual clients, please return to the help center home page and search for another article.

Article Contents

• Client Management Console
• Accessing Clients via the Settings Page

Users:

Client Management Console

To access a drop-down menu of available client instances, you can utilize the Client Management Console. The Client Management Console is located in the top toolbar. Clicking your company name will open the Client Management Console.

Be aware that once you jump to a client instance, you will need to click the client's instance name in the top toolbar and return to your instance before you can access the Client Management Console again.

If you do not see all of your Agency’s clients in the drop-down menu, it means you do not have Client Manager access to that client. These settings can be changed on your user account.

Accessing Clients via the Settings Page

To access client instances within your settings, do the following: 

1. Click    User Menu > Settings in the top toolbar or    Settings in the bottom left corner of the page.
2. Click Manage Clients, located under Agency Tools in the left panel.
3. Click    Options > Switch to Manage next to the desired client and wait for the page to load.
   
   
   
   

After the page loads, you will be logged into your client’s instance.

Questions?