How do I add a sub account?

First thing, in order to have sub accounts for your clients, you need to have a paid plan.

1.  Once you have a paid account you go to Install & Settings.
2. Then select sub accounts.

3. To add a new sub account click the Add sub account button

4.  Then fill out the details of your client. This will send them an email invite.

Once you send invite and they set up their account, you will be able to sign into their account.

You can see their leads, create bots and control settings.