Account Settings

Check here for answers to our most common questions.

39 articles in this collection
Written by Phoebe Mac, Thomas Hall, and Jeff Shapiro
Profile

Creating Email Signature from Scratch or HTML Code

This article will show you how to create a Custom Email Signature or use HTML code.
Written by Phoebe Mac
Updated over a week ago

Adding an Image to Email HTML Signature

This article will show you how to add an Image to an Email signature. Using the Email HTML Signature feature.
Written by Phoebe Mac
Updated over a week ago

Adding a Disclaimer to your Signature

This article will show you how you can add a Disclaimer to your Signature.
Written by Phoebe Mac
Updated this week

Adding a Mobile Number to your Profile

This article will show you how to add your Mobile Number into your Profile.
Written by Phoebe Mac
Updated over a week ago

Changing Login Email Address

This article will show you how you can change the Email Address you use to login to your offrs Account.
Written by Phoebe Mac
Updated over a week ago

Uploading Email Image Signature

This article will show you how to upload an Image for your Email Signature.
Written by Phoebe Mac
Updated this week

Removing Email Image Signature

This article will show you how to Remove your Email Signature Image.
Written by Phoebe Mac
Updated this week

Uploading Letter Signature

This article will explain how you can Upload your Letter Signature and other suggestions.
Written by Phoebe Mac
Updated this week

Removing Letter Signature

This article will show you how to remove your Letter Signature image.
Written by Phoebe Mac
Updated this week

Settingup Text Message Signature

This article will show you how to Setup your Signature for the Text Message Campaign.
Written by Phoebe Mac
Updated over a week ago
Advanced

Creating a Smart Site

This article will show you the basics of how to Create a Custom Smart Site.
Written by Phoebe Mac
Updated this week

Test Generic Email Integration CRM Connection

This article will explain how you can Test your CRM once you connect it with your offrs Account.
Written by Phoebe Mac
Updated over a week ago

Editing Custom Smart Site

This article will show you how to Edit a Custom Smart Site you created.
Written by Phoebe Mac
Updated this week

Adding a different Logo to your Smart Site

This article will show you how to replace the Logo on your Smart Site.
Written by Phoebe Mac
Updated this week

Agentology Connector

This article will explain how to connect your Agentology account to offrs, and more.
Written by Phoebe Mac
Updated over a week ago

Deleting a Smart Site

This article will show you how to Delete one of your Smart Sites.
Written by Phoebe Mac
Updated this week

Redirecting Your Custom Domain to Your Smart Site

This article will explain what you need to do use a Custom Domain with your Smart Site.
Written by Jeff Shapiro
Updated this week

Connect your CRM Program Using Connectors

This article will show you how you can connect your CRM Program to your offrs Account.
Written by Phoebe Mac
Updated this week

Sending Leads to Commissions Inc.

This article will show you how to send Leads to Commissions Inc.
Written by Thomas Hall
Updated over a week ago

Sending Leads to Less Annoying CRM

This article will show you how to connect your offrs account with Less Annoying CRM.
Written by Jeff Shapiro
Updated over a week ago

How to Get Your Email From Kunversion

This article will show you how to connect to Kunversion.
Written by Thomas Hall
Updated over a week ago

Lead and Tag Routing

This article show you how to Rout Leads or any Tag to your Team Members.
Written by Phoebe Mac
Updated yesterday

Finding Routed Leads

This article will show you how to find the Leads routed to you by your Team Leader. Even if you don't have a shared Territory.
Written by Phoebe Mac
Updated yesterday

Turning off Lead Routing

This article will show you how to turn off Lead and Tag Routing to your team Members
Written by Phoebe Mac
Updated yesterday

Resetting Smart Data Leads to Day 1 in Autopilot

This article will show you how you can reset the Smart Leads Tag to Day 1 in Autopilot.
Written by Phoebe Mac
Updated over a week ago

Turning on Email Notifications for Lead Routing

This article will show you how to turn on Email Notification when setting up Lead Routing.
Written by Thomas Hall
Updated over a week ago

Deleting a Lead Route

This article will show you how to delete a Lead Route.
Written by Thomas Hall
Updated over a week ago