Customer Management for Whitelabel
Once you have activated your Whitelabel, you can start managing your customers. Here are some of the things you can do: View customer information: You can view a customer's name, email address, registration date, trial period, trial start date, status, number of LinkedIn accounts, number of campaigns, and number of paying accounts. Add tags to customers: You can add tags to customers to categorize them. Switch to a customer's account: You can switch to a customer's account tFew readersConfigure Whitelabel Account for SalesRobot
Here is the process of configuring your white label domain with SalesRobot. Prerequisites: A SalesRobot account. A white label domain. Steps: Reach out to the SalesRobot support team to express your interest in becoming a white label partner. You will receive a confirmation email from the support team once this is completed. Log out of SalesRobot and log back in. You will now see an extra option called Domain Settings. Click on Domain Settings. This will take youFew readersIntegrate Whitelabel Account in SalesRobot
This article will help you integrate your white label account with SalesRobot. Sign up for Chargebee and First Promoter (optional). Chargebee is a recurring billing and subscription management platform. First Promoter is a referral marketing platform. You will need to have accounts with both of these ( FirstPromoter is optional) services in order to integrate your white label account with SalesRobot. Copy your Chargebee API key and paste it into the Chargebee API Key field in your SFew readers