Account Settings/Profile
6 articles in this collection
Written by Emma Swier
Written by 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