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How do I confirm if a customer should access to the managed accounts type feature?
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ONLY Ontraport Experts and agencies (signed up for our Agency Program) get access to the Account Manager account type. Agencies Log into custom. Find the contact record If they don't know their email address that is registered to the Agency partner, then pull the "Partners: Agency Partner Program Accounts" group and look for a name. Go to Partners > Affiliate Information > Partner Program If they are an agency, the Partner Program field will be Gold Agency Partners Silver Agency Partners Platinum Agency Partners If they are not an agency, explain that this feature is available for Ontraport Experts and Agencies. If they'd like to know more about these programs, connect them with Sales Development. You can send them information about our Expert Certification Program if they are interested in becoming an expert: https://ontraport.com/events/certification or an agency partner: https://ontraport.com/partners/agency-order. Experts Log into custom Find to the contact record Go to Partners > Affiliate Information > Certified Consultant Status field If the field says "Current: Active Cert w/ all benefits", they are actively certified and should have access to the account manager
home
How do I confirm if a customer should access to the managed accounts type feature?
home
ONLY Ontraport Experts and agencies (signed up for our Agency Program) get access to the Account Manager account type. Agencies Log into custom. Find the contact record If they don't know their email address that is registered to the Agency partner, then pull the "Partners: Agency Partner Program Accounts" group and look for a name. Go to Partners > Affiliate Information > Partner Program If they are an agency, the Partner Program field will be Gold Agency Partners Silver Agency Partners Platinum Agency Partners If they are not an agency, explain that this feature is available for Ontraport Experts and Agencies. If they'd like to know more about these programs, connect them with Sales Development. You can send them information about our Expert Certification Program if they are interested in becoming an expert: https://ontraport.com/events/certification or an agency partner: https://ontraport.com/partners/agency-order. Experts Log into custom Find to the contact record Go to Partners > Affiliate Information > Certified Consultant Status field If the field says "Current: Active Cert w/ all benefits", they are actively certified and should have access to the account manager
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