Quickstart Step 2: How to Setup My Agency

One of the first steps that you will be presented is setting up your agency. To successfully set up your agency, follow these steps:

Step 1. Fill up the information asked in the Agency Info step.

Step 2. Once you are done, click Next.

Step 3. Type in where you want to receive your notifications.

If you have a salesperson who is in charge of your leads, it is a good idea to add their contact details here.

Step 4. Set up your branding.

This branding is for your landing pages. Customize your branding, which is in line with your branding colors, logo, and images.

Step 5. Click Next once you are done.

Step 6. The Domain wizard is the last step. The wizard will ask for the details of your branded subdomain. 

The branded subdomain will represent a link that includes your agency name and the niche that you are targeting. It would be a good practice to have a unique link to have your landing pages hosted and white label this link using your domain.

Step 7. Once you are done setting up your domain, click Finish.

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