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Account Settings/Profile

Account Settings/Profile

Aurec Senenoi avatar Emma Swier avatar
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
Emma Swier avatar
Written by Emma Swier
Updated over a week ago

How do I set up my profile?

Upload your photo, logo and more!
Emma Swier avatar
Written by Emma Swier
Updated over a week ago

How do I set up my email notifications?

Email notifications for your leads
Emma Swier avatar
Written by Emma Swier
Updated over a week ago

How to Create a Team

Creating a team/adding team members
Emma Swier avatar
Written by Emma Swier
Updated over a week ago

How to Assign a Territory to a Team Member

Assigning territories/data to team members
Emma Swier avatar
Written by Emma Swier
Updated over a week ago

How do I view my territory?

Seeing your territory on a map
Emma Swier avatar
Written by Emma Swier
Updated over a week ago

Lead Routing

Learn the basics of how to use the lead routing page.
Aurec Senenoi avatar
Written by Aurec Senenoi
Updated over a week ago

Lead Settings

Learn how to update your lead preferences
Emma Swier avatar
Written by Emma Swier
Updated over a week ago

Changing My Password

Learn how to change the account password.
Aurec Senenoi avatar
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.
Aurec Senenoi avatar
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.
Aurec Senenoi avatar
Written by Aurec Senenoi
Updated over a week ago
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