Skip to main content

Explanation of the Settings Page

The Settings page lets you adjust your profile, manage tags, review exports, update call templates, and check your subscription.

Updated over 2 weeks ago

Location of Settings page

  • It is the ninth option in the sidebar and the first option in the pop-up

Parts of the Settings page

  • Profile

    • This area allows you to modify the following:

      • Name

      • Phone number

      • Biography

      • Professional Designations and Associations

      • Years of Experience

      • Accredited Investor

      • Your default map type

      • Your company name and if you're the owner

      • Job Title

      • Role (which is required)

      • Company website

      • The address you want to use

      • Social links

  • Tags

    • This area allows you to create, search, modify, and delete your tags

  • Exports

    • This area allows you to view your past exports as well as create and modify export templates for Property / Owner Data and Activity Data.

  • Call Template

    • This area allows you to create and modify the call templates that you want to use

  • Subscription

    • This area shows your current subscription access


​

Related Articles
Explanation of the Lists Page
Explanation of the Contacts Page
Did this answer your question?