Creating Your First Sub-Account in HighLevel (A Step-by-Step Quick Guide) episode artwork

EPISODE · Oct 26, 2023 · 8 MIN

Creating Your First Sub-Account in HighLevel (A Step-by-Step Quick Guide)

from HighLevel Hot Takes · host Matt Deseno

Creating your first sub-account in HighLevel is quite easy. In fact, I highly encourage everyone to manually create their first few sub-accounts before automating this process.In today's episode of HighLevel Hot Takes, I'll show you how to create a sub-account in HighLevel, whether it's for a customer or you're your own customer.Today, I'll walk you through how to add a sub-account in HighLevel, the difference between SaaS and a regular account, what to fill in the business information page, how to add a user, and more!Let's jump right in!Key Takeaways:Introduction (00:00)How to create a sub-account in HighLevel (00:37)SaaS vs. regular accounts (02:35)What to fill in the business information page (04:14)How to add a user in HighLevel (05:42)Episode wrap-up (07:38)Additional Resources:- Sign up for my FREE SaaS Masterclass here- Get a FREE Trial of HighLevel. This is an affiliate link, and I get commissions for purchases made through this link: here- Join our Facebook Group here- Subscribe to HL Pro Tools on YouTube here- Check out HighLevel guides and tutorials here–HighLevel Hot Takes is a dedicated podcast for everything HighLevel. From understanding how HighLevel works as a tool to the business side of things, we have it all covered here, one hot take at a time, so that you can move your business forward.Follow us on your favorite podcasting platform so you never miss an episode!

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Creating Your First Sub-Account in HighLevel (A Step-by-Step Quick Guide)

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