Receiving Notifications for All Subaccounts
If you are managing multiple sub-accounts, we recommend using our DFY Lead Nurturing service in Warchest (CLICK HERE). However, if you would like to manage ALL your subaccounts and receive combined notifications for them, complete the following steps:
In Agency View, complete the following:
- Go to Settings → Team, and locate your personal contact
- Click "edit" for your contact
- Select "User Roles" tab
- Complete the following fields:
User Type - Agency
User Role - Admin
Add To Account - [select ALL accounts you would like notifications for] - Click "Save"
Notifications will appear in the list icon in the top right corner of your GHL.