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)
Connect GoHighLevel.
If you do not see your sources check to see if integrated here
Connect Facebook Ad Account
Connect your facebook profile to get a list of ad accounts
search for the clients ad account and click connect
Connect Google Ad Account:
Connect your Google profile to get a list of ad accounts
Search for the clients ad account and click connect
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!