Faster, Simpler Sub-Account Setup Now Live in SalesEdge.io for Effortless Onboarding

Managing multiple accounts just got a whole lot easier. We’ve streamlined the process of creating new Sub-Accounts in SalesEdge.io to make it faster, more intuitive, and error-free — so you can focus on serving your clients and growing your business.

Here’s what’s new:

• Clear Account Type Selection: When setting up a new Sub-Account, you’ll now be asked to choose whether it’s for a client or for your own business. This small but powerful update removes any confusion about the purpose of the account and ensures everything is configured correctly from the start.

• Fewer Errors, Smoother Setup: The new guided flow helps eliminate common setup mistakes by walking you through the right steps depending on the type of account you’re creating. That means less time troubleshooting and more time getting results.

This update is all about making onboarding seamless. Whether you’re bringing on a new coaching client or managing your own internal projects, you’ll feel more confident knowing each account is set up the right way — quickly and accurately.

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.