Introduction: This article shows how to update an Account Owner or Transfer Account Ownership. This update can be done directly through your LeadsHook account. Notes: Step-by-Step Instructions: Step 1: Log into your Account Manager and select Transfer Account Ownership. Step 2: Complete the details of the account you would like to change ownership to including […]
Articles Tagged: New
New Chatbot Features
Introduction: As of May 2020, we have released brand new chatbot features. In this guide, we will be exploring some of them. So, to get started – first you will need to drag and drop a question node on to the canvas & open it for editing. Step-by-Step Instructions: Step 1: To enable the chatbot: […]
Team Members: How to Add, Remove and Change Permissions
LeadsHook allows you to add as many users as you want. PLEASE NOTE: Only an OWNER of an account can ADD new users. Before you add a user you need to understand our permission levels. PERMISSION LEVELS Note: Adding team members in Account Manager is not adviseable anymore. Please add new team members directly inside […]
