Adding Clients
Last updated
Last updated
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.
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.
Done!
This client will now be tracked inside the ClientView platform.
Don't see CRM sources,
