For agencies and whitelabel partners, the order of setup matters. This session walks through creating a dedicated company for each client first, then inviting them to connect their own LinkedIn account. You will see how this prevents lead duplication, enables shared templates, and keeps permissions organized as you scale.
Featured Topics: Teams & Agencies
Best Practice for Agencies and Whitelabels: How to Safely Add Client LinkedIn Accounts in Expandi
This session is part of the Expandi Academy, practical strategies to help you get more out of Expandi.io.
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