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.