Agencies and branding
Team members and roles, client workspaces, your own brand and web address, and reports to share.
Articles in Agencies and branding
- Setting up client workspacesOn Enterprise, give each client a workspace of its own, put their LinkedIn accounts in it and give the client a login.
- Your logo, colours and web addressOn Enterprise, put your own logo, name, colour and web address on the app, and send its emails from your own name.
- Sharing unbranded reportsOn Enterprise, reports carry no NurtureLead branding. Send a client a PDF or a live link, plain or in your own brand.
- Team members and rolesInvite people to your organisation on Team and Enterprise, choose their role, and assign the accounts they can use.
- Reports, PDF and share linksWhat the figures on the Reports page mean, which exports each plan includes, and how to make a PDF or a live share link.