Account Settings/Profile
10 articles in this collection
Written by Aurec Senenoi and Emma Swier
Written by Aurec Senenoi and Emma Swier
How do I set up my profile?
Upload your photo, logo and more!
Written by Emma Swier
Updated over a week ago
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
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
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
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
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
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
Updated over a week ago
Changing My Password
Learn how to change the account password.
Written by Aurec Senenoi
Updated this week
Updated this week
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 this week
Updated this week
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 this week
Updated this week