Add Agency

Follow the below steps to add an agency to the platform:

  1. Click "Agencies" on the left navigation bar.

  2. Click "+ Add Agency".

3. Enter the agency's information & its associated user information.

Terminology

Description

HubSpot Customer

This customer's HubSpot id on AnyMind platform

Search by customer name or Company ID

Agency Name

Registered name of this agency

Advertiser

The list of advertisers that this agency manages. Campaigns and Analytics related to this advertisers are shown on platform

Company logo

Inserting a company logo allows you to change the AnyTag logo displayed in the upper left corner of the screen to your company logo. Users connected to the agency will see the company logo you set.

4. Save

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