Here's how to manage your personal profile within LeadSimple. Your account profile stores important information about you such as:
View your profile by clicking on your name in the left sidebar.
From here you can edit essential information about yourself.
This is only for internal purposes and will never display to leads. Upload your avatar by clicking on 'change photo'.
This controls how time stamp events are displayed. (Example: Time a call was made)
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.
This will automatically be inserted when you send emails.
Connected Email Accounts
Connect your email account to track emails to leads in LeadSimple.