Personal Profiles

One of the the first tasks to complete is to review and setup your Personal Profile and Preferences. Personal Preferences...

Lead Activity Notifications are the alerts and daily reports sent to you about your leads. Each User sets their own,...

Personalize your emails with your own 'signature', and optionally create a custom email header too. When emails are sent from...

This video shows how to set up your personal preferences including your personal information, email signature, email branding, new-lead preferences, and lead notifications and reports you want to receive.