Agency and multi-client setup

Agency and multi-client setup

Agencies and website managers should keep each client account separate unless Pipeline On has approved another setup.

Basic rule

Create the Pipeline On account under the correct client business, website domain, and billing contact.

Do not run unrelated client websites through one free audit account.

Why separation matters

Separate accounts keep clean:

• Billing.
• Domain ownership.
• Lead data.
• CRM routing.
• Privacy requests.
• Suppression lists.
• Support access.
• Client reporting.

What agencies should prepare

Before setup, gather:

• Client business name.
• Website domain.
• Billing email.
• CRM destination.
• Zapier owner.
• Privacy or legal contact.
• Service area.
• Follow-up owner.

Multi-location clients

If the client has multiple locations, decide whether the account should use:

• One shared website.
• One shared CRM.
• Separate franchise accounts.
• Separate service territories.
• Separate billing contacts.

Contact support before creating multiple accounts for related domains or locations.