Adding Clients

Overview:

To add a new client is straightforward if you have completed the prerequisites of configuring your agency and connecting key profiles. Adding a client requires some basic information, connecting ad account and CRM (Optional) then assigning products, categories and team members.

To Add Clients:

• Click "Add client" from left hand menu

• Input Client name

• Input Clients business name

• Connect Facebook Ad Account

  • When adding a facebook ad account you have the option to include and exclude objective types like leads, sales, awareness, engagement, and others. Select the desired objectives you would like to track for this client, many agencies only track leads or sales.

• Assign a team member (Normally Media Buyer)

• Assign offering they signed up under

• Assign their category (Type of business)

• Lastly connect their CRM if available.

  • Don't see CRM sources, click here to get started.

• Done!

This client will now be tracked inside the ClientView platform.