Account

Overview

Account Settings control your personal profile, security, notifications, and system preferences.

Profile Information

Update:

• Name and title
• Email address
• Phone numbers
• Photo/avatar
• Bio and credentials
• License number

Access: Settings → Profile

Password & Security

Change Password:

1. Settings → Security
2. Enter current password
3. Enter new password (8+ chars)
4. Confirm new password
5. Save

Two-Factor Authentication (2FA):

• Enable for extra security
• Use authenticator app
• Backup codes provided

Active Sessions:

• View all logged-in devices
• Revoke access remotely

Email Preferences

Notification Types:

• New lead alerts
• Pipeline updates
• Deal milestones
• Team mentions
• System updates

Frequency:

• Instant (as they happen)
• Daily digest (morning summary)
• Weekly summary
• Off (no emails)

Timezone & Locale

Set Your Timezone:

• All times display in your timezone
• Affects email send scheduling
• Calendar events

Language: English (more coming soon) Date Format: MM/DD/YYYY or DD/MM/YYYY Currency: $, €, £, etc.

Default Settings

CRM Defaults:

• Default pipeline for new contacts
• Auto-assign rules
• Email signature
• Calendar view preference

Website Defaults:

• Default property sort order
• Search results per page
• Map vs list view

Quick Reference