Account Settings/Profile

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 do I transfer my leads into my CRM?

How to set up a connection

Written by Emma Swier
Updated over a week ago

How do I create a team?

Creating a team/adding team members

Written by Emma Swier
Updated over a week ago

How do I assign a territory to a team member?

Assigning territories

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