We're excited to be your partner in this new adventure!
How do I create this client account in Plezi?
Contact your favorite salesperson to open access for this new client. We will attach this new client to your "agency" account and create a user using your email. You will then be able to switch from one account to another.📌 So the reattachment is done user by user.
How do I link other people in my agency to client accounts?
In order for your collaborators to have access to your client list, make sure they are created in your Plezi account and then add them to each of your clients' accounts (with the same email).
To do this, retrieve the emails in the user area & create users in each of your clients' instances.
Each employee will automatically & directly have access to all your customers by following this link, or by clicking on the little house, as below: