Using the Client Accounts View

Manage all of your Accounts at once with the Client Accounts view.

The Client Account view is only accessible when logged into a Manager Account. Manager Accounts allow you to manage Leads and Campaigns across all Subaccounts with a single sign-on. In most cases, our clients only need a single Account, but in the case of franchises or companies with locations spanning the nation, multiple Accounts are an effective way to seamlessly manage payments, lead delivery, and more. If you believe you could benefit from a Manager Account, please contact a Support Team Member.

 

Client Accounts Page

 

To access the Client Accounts view, make sure you are logged in to the correct Manager Account and simply click "Client Accounts" directly from the mySD Navigation Bar.

 

Here you will be able to see a top-level overview of each Account's performance including:

  • The number of Campaigns per Account
  • The number of Paused and Enabled Campaigns per Account
  • The number of Leads received for a given Account
  • The total Lead Cost for each Account

At any time, you may click on the available links which will direct you to more information about each of the above stats.