This section allows you to edit and manage your profile details and personal preferences and settings. There are general profile settings that control your contact information, credentials, bio, and signature, as well as settings that control your system automation preferences for holidays and accountability.

Your position, languages spoken, and designations can be used by potential clients to search on Office and Company websites! By adding as much information about yourself as possible, people can find you by your specializations easily from the sites you're included on, using the 'Agent Roster'.

The section beneath your basic profile info is "About Me." This is the spot for your bio and it shows on the 'Agent Profile' page on your website. You can enter any plain text that you want, or you can use HTML.

This section allows you to set your personalized signature which can be automatically added to all emails you send from btPRO.

NOTE: Text signature, unlike, email signature, will whoever is logged into btPRO
and is texting that lead (e.g. an Admin). Email signature will always show the Assigned Agent.

Email signatures are the best way to represent yourself in each and every email you send out, in btPRO or otherwise. Think of it almost as a business card that sends with every communication to your contacts. If you do not already have a signature they are pretty quick to create and only need to follow a few guidelines:

You can also add links to your social media and legal disclaimers, but remember to keep the signature easy to read; too many icons, colors, or text can overwhelm the receiver or even get caught in a spam filter! Simple and elegant is what you want to aim for.

This is a great example that incorporates all the suggested features while staying succinct and visually easy on the eyes.

Once you have your desired signature created, you can copy/paste it into your btPRO profile or save time by creating the signature in btPRO at the beginning.

If you're familiar with HTML, you also have the ability to build your signature using HTML.

Simply click the caret icon along the top of the signature's toolbox to access the source code for that area.

You should toggle this on so all emails sent from btPRO automatically include your signature. This includes Smart Campaign emails, Search Alert notifications, Seller Reports, and every other type of email the system sends.

All outgoing text/SMS messages from btPRO include an automated signature. By default, your signature includes the name of your company. If you are part of multiple teams or offices, this setting allows you to show your preferred location.

From your Profile, the Offices and Teams sections will be visible on the righthand side.

To update the Primary Office or Team, click the 'Edit' button, and select the desired Office from the dropdown that populates.

If you create a unique signature please make sure it follows the exact format that CASL demands to remain in compliance.

The following fields are for informational purposes only and will NOT show on your btPRO website.

Once you've gotten your general profile settings configured and saved, you can access more advanced settings by clicking on the 'Settings' button in your profile. These options allow you to set Lead Routing and Daily Call rules specific to you.

Here, you can enable Lead Privacy, set yourself to 'away' in Vacation mode, adjust your Daily Call Creation settings, and mark 'off' days for specific Holidays.

If your Company or Team has enabled lead privacy you can use this toggle to hide your contacts from Admins.

Select when you're on vacation and whether or not you'd like to be in lead rotation.

Taking some R&R? Set your vacation days to prevent new leads from being routed to you while you're out of the office.

NOTE: Leads that sign-up on your personal Agent website or through your advertising will still be sent to your CRM. Setting your profile on vacation is only applicable for leads that are assigned to you via your Team, Office, or Company.

To enable vacation mode, just toggle this setting on in the advanced profile settings and add a start and end date.

NOTE: If you set no end date, vacation mode will stay on until you turn it off. If you choose no start date, then vacation mode starts when you save your changes at the bottom. This is important because if you are expected to follow up with leads that are given to you by your agency, you could be held accountable for those follow-ups while you're away! You may want to log in quickly each day and snooze your calls and tasks or work out coverage with another Agent to assist you with that while you're out.

If you've toggled this setting on, you will be removed from lead routing at the team, office, and company level.

Agents who are set Out of Rotation will still receive Agent-owned leads (e.g. those generated from an Agent-created Landing or Squeeze, etc).

Determine whether or not you'd like to accept chats from leads via CORE Home's search app.

Each day, you will receive an email from btPRO summarizing your task items and calls.

In these settings, you can set your preferred lead types and number of calls.

Daily 'calls to make' are also displayed on your dashboard and in your mobile app dialer, and are triggered by events that are set in Smart Campaigns, or from events that your contacts will trigger as they use your website (like if they saved a listing!).

To set up your daily call parameters, access your agent profile settings from the dropdown menu. Then click 'Settings'.

Using these settings you can alter the number of calls the system wants you to make to contacts in your database. There will always be a reason for the phone call that you will see on your screen before you call them that the system is watching out for 24/7 on your behalf.

The more calls you can handle, the better your conversion rate from leads into clients will be! Although the settings below can be adjusted, it's recommended that new Agents use the default settings.

Disclaimer: These are calls that are designed to be managed by the Agent and these are reminder calls that the btPRO system DOES NOT make the call, YOU DO. The scheduled calls are a reminder for the agent to complete.

Select either the USA or Canada based on your locale.

To make it easier to mark yourself 'Away' for holidays instead of using the Vacation toggle, select the Holidays on which you would not like to receive leads from your Company or Team.

Your basic profile information integrates with the 'Agent Profile' page on your btPRO website.

To see your Agent page, navigate to your btPRO website. Hover over 'Your Agent' and select 'Agent Profile' from the dropdown.

The Agent Profile page will display various information from your profile in btPRO.

Have questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing prosupport@insiderealestate.com

(Keywords: about me, my profile, profile settings)