As part of our commitment to continuously improve your experience, we're excited to announce the transition to HeyReach as our new vendor for uLinked. This article provides a step-by-step guide to help you seamlessly transition to HeyReach for your client onboarding and account management needs. Follow these instructions to ensure a smooth onboarding experience and take advantage of special pricing using the discount code UMBRELLA.
Account Creation:
HeyReach does not utilize the Umbrella dashboard for onboarding. Instead, you are required to create an account directly on HeyReach's platform.
Scheduling an Onboarding Call:
After successfully creating your account, we strongly recommend scheduling an onboarding call. This call will provide an opportunity to explore HeyReach's features and functionalities, ensuring a smooth transition.
During the onboarding process, you'll have the opportunity to apply a discount code for special pricing.
Use the discount code UMBRELLA to apply a reduced price of $25/mo per seat. Once applied, the price per seat will be updated accordingly on the accounts screen.