How do I choose the default onboarding tier?

Choosing the Default Onboarding Tier in GHL Wrapper for heyLevi

Selecting the default onboarding tier for heyLevi in the GHL wrapper is a straightforward process. Follow these detailed steps to ensure you set the desired onboarding feature tier:

Step 1: Log into GHL Wrapper

• Begin by logging into the GHL wrapper using your credentials.

Step 2: Navigate to heyLevi Custom Menu

• Once logged in, find and click on the custom menu link specifically for heyLevi.

Step 3: Access Agency Settings

• Within the heyLevi app, navigate to the "Agency" section in the top navigation bar. Click on "Settings > Agency."

Step 4: Locate Basic Information Section

• Scroll down to find the "Basic Information" section within the Agency settings.

Step 5: Choose Default Onboarding Feature Tier

• In the Basic Information section, you'll see a dropdown labeled "Default Onboarding Feature Tier." Click on the dropdown to reveal the available tiers.

Step 6: Select Desired Tier

• Choose the tier you want all new sub-accounts to be auto-onboarded to. This selection determines the level of feature access for new accounts.

Step 7: Save Changes

• After selecting the default onboarding tier, scroll to the very end of the page and click on "Save" to apply the changes.

By following these comprehensive steps, you can effortlessly choose the default onboarding tier for heyLevi in the GHL wrapper, ensuring that all new sub-accounts align with your preferred feature access level.