Adding clients is the final step to unlocking real-time tracking across your agency! Let’s walkthrough how to do this in the app.

Note: teammates, offers, categories and integrations are an import perquisite. Please be sure to complete the ones you would like prior so you don’t have to go back later.

Adding clients:

Navigate to the clients tab here

Click “Add new client” button
Enter client name and business name
Assign category (Optional)
Assign offer (Optional)
Assign Media Buyer (Optional)
Set daily budget (Optional)
1. Connect GoHighLevel.
  1. If you do not see your sources check to see if integrated here
2. Connect Facebook Ad Account
  1. Connect your facebook profile to get a list of ad accounts
  2. search for the clients ad account and click connect
3. Connect Google Ad Account:
  1. Connect your Google profile to get a list of ad accounts
  2. Search for the clients ad account and click connect
4. Repeat for integrations
Click Add.

Campaign objectives:

You can choose which campaign objectives are tracked inside ClientView for each client. Some users only want to attribute the spend and results from Lead campaigns only, choose the objectives you’d like to include or exclude.

Add New Client

When ready click “add new client” and you’re done!