Skip to main content

Parts of the Settings page

Updated over a month ago

A. Profile Settings

  • Profile

    • This area allows you to modify the following:

      • Photo (select 'Browse' to upload from device)

      • 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

    • Select 'Save Changes' after modifying the profile information.

  • Notifications

    • This area allows you to enable or disable the notifications from the following data updates.

      • Exclusive Listing Updates

      • Saved Search Updates

    • Select your preferred frequency for each update.

  • Tags

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

  • Exports

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

  • Call Template

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

  • Subscription

    • This area shows your current subscription access.

B. Export Settings (For Upgraded Subscription)

  • Exports

    • This area will show you the list of exported files and the option to download them in a csv file.

  • Export Templates

    • This area will show you the list of export templates you created and the options to add, edit and delete them.

Did this answer your question?