Pre-Sales Accounts

You have separate access to pre-sales and customer service accounts to help manage your growth. You can automate all of your client/lead pitches – allowing you to take on more sales proposals than you can today. You can effortlessly create insightful pre-sales reports during the pitch process. Track client sites versus their competitors during the sales process to increase urgency and help potential clients make a prompt buying decision.

When a user logs in they will see the Pre-Sales account as an extra drop down from the Company dropdown menu in the My Sites section. You will need to select the pre-sales account before adding pre-sales domains. You will also have to move domains from one account to another by using the arrow in the Actions section of the My Sites (Settings > Sites) screen.

Your Pre-Sales account limits will be agreed upon during the sales process.

Please continue to step 5 of your onboarding process

<< 3. Resources  5. Your Onboarding Process – Week 1 >>

Authoritas Onboarding Process

Onboarding Process

  1. Introduction
  2. Support
  3. Resources
  4. Pre-Sales Accounts
  5. Your Onboarding Process – Week 1
  6. Your Onboarding Process – Week 2
  7. Your Onboarding Process – Week 3, 4, 5 & New Starter Orientation