To access My Account Click the down arrow by the user account name (1).
Select My Account from the drop-down menu (2).
Navigating to My Account
Features available in My Account:
- Change Password - Enter your current password and enter a new password
- Update Display Name, Email, Phone Number, Address
- Capability to upload a photo
- Email Signature – Click Email Signature and/or create a personal email signature
- Document Library – Uploads documents as well as keeps a library of documents uploaded
- Email Templates – View all available email templates
- Notification Preferences – Select from a variety of notifications for keeping up to date on leads, such as New Lead, Missed Appointment etc.
- Once phone integration is complete, click the toggle button to mark Active, if not marked as Active this toggle will display as Inactive.
My Account Setting Options
Note: When finished updating any information in My Account click Save Changes.