How to Create and Assign Managers

Use the following guide to learn how to create and assign managers to your influencers' profiles. Once assigned you are able to change the primary contact email to the manager instead of the influencer. 

Step 1 Click Contacts from the top navigation and select My Influencers.

Step 2 Click Manage and select Managers/Agents.

manager_1.gif

Step 3 Click the Create button.

manager_2.gif

Step 4 Enter the agent's email, along with their first and last name. Click Create.

manager_3.gif

Step 5 Click My Influencers or Prospects.

Step 6 Go to the Influencer's profile that you would like to assign a manager.

Step 7 In the Managers/Agents property, click Change Managers/Agents and select a manager.

managers_4.gif

Step 8 In the Primary Contact property, select the manager as the primary contact.

Note

Once assigned, all email communication will default to the manager. All emails from both the influencer and manager will appear in Mail, however, all replies will go directly to the primary contact. 

managers_5.gif

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.