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Account Settings/Profile
Account Settings/Profile
11 articles in this collection
Written by
Aurec Senenoi
and
Emma Swier
How to add an alias to your territory
How to give your territory a nickname for easy reference
Written by
Emma Swier
Updated over a week ago
How do I set up my profile?
Upload your photo, logo and more!
Written by
Emma Swier
Updated over a week ago
How do I set up my email notifications?
Email notifications for your leads
Written by
Emma Swier
Updated over a week ago
How to Create a Team
Creating a team/adding team members
Written by
Emma Swier
Updated over a week ago
How to Assign a Territory to a Team Member
Assigning territories/data to team members
Written by
Emma Swier
Updated over a week ago
How do I view my territory?
Seeing your territory on a map
Written by
Emma Swier
Updated over a week ago
Lead Routing
Learn the basics of how to use the lead routing page.
Written by
Aurec Senenoi
Updated over a week ago
Lead Settings
Learn how to update your lead preferences
Written by
Emma Swier
Updated over a week ago
Changing My Password
Learn how to change the account password.
Written by
Aurec Senenoi
Updated over a week ago
Uploading or Changing my Photo and Logo Image
Learn how to upload the photo and the desired logo to use campaigns.
Written by
Aurec Senenoi
Updated over a week ago
How do I change my log-in email address?
Learn how to change the email address that is used to login to the offrs account.
Written by
Aurec Senenoi
Updated over a week ago