Managing Your User Profile

Learn how to edit your user profile in LeadSimple.

Aimee avatar
Written by Aimee
Updated over a week ago

Here's how to manage your personal profile within LeadSimple. Your account profile stores important information about you such as:

  • Name

  • Avatar

  • Password

  • Phone

  • Email Address

  • Email Signature

View your profile by clicking on your name in the left sidebar.

From here you can edit essential information about yourself.

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)

Phone Numbers

You can store multiple numbers as well as add extensions for office numbers. The blue check box to the left of the number controls whether or not you will be called at this number to be notified of new leads.

Email Signature

This will automatically be inserted when you send emails.

Connected Email Accounts

Connect your email account to track emails to leads in LeadSimple.

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