Here's how to manage your personal profile within LeadSimple. Your account profile stores important information such as:
User Name
Avatar
Password
Notifications
Time Zone
Phone
Connected Email Addresses
Email Signature
Meeting Links
View your profile by clicking on your name in the left sidebar.
From here, you can edit essential information about your profile.
User Name and Avatar
This is only for internal purposes and will never display to leads. Upload your avatar by clicking on 'change photo'.
Time Zone
This controls how time stamp events are displayed. (Example: Time a call was made, custom field date/time)
Login & Security
Find your login history and set up or turn off your two-factor verification in this section.
Notifications
Phone Numbers
You can store multiple numbers as well as add extensions for office numbers. The bell icon next to the number controls if the number is notifiable or not, where a green bell means you can make/receive calls at that number and a grey bell means you won't be able to make/receive calls at that number.
Email Signature
This will automatically be inserted when you send emails, unless you set up a custom signature on your email address.
Connected Email Accounts
Connect your direct email account to track emails to leads in LeadSimple.
Meeting Links
Add your personal meeting links to your profile to be used in email templates for easy and automated call booking. Here is an article on how to set up your meeting links.
