Glossary Term
What Is a Sub-Account?
A sub-account is an isolated instance of the platform for a single client, managed from an agency's central account. Each sub-account has its own contacts, pipelines, workflows, and users, but the agency manages configuration, billing, and access centrally.
In Detail
Sub-accounts keep each client's data separate while letting the agency manage everything from one place.
Agencies deploy a snapshot to each new sub-account for a consistent starting point.
Frequently Asked Questions
Is each client's data separate in a sub-account?+
Yes. Each sub-account has its own contacts, pipelines, and workflows, so client data stays isolated.
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