Account Admin

The Account section in your account is located in the upper right-hand corner by clicking on your NAME. This is where you access various functions for your specific account. 

Within the Account section you will find:

Profile:

• Account Info 
• Update Password 
  • Note when updating, you will enter the new Password in both the ‘Password’ & ‘Confirm Password’ field.
• Notifications - Here you can create email & text notifications
• Email Settings - Here you can ‘Verify’ your email address and add/edit email signatures

Settings:

• Users - View/Add/ Edit your team
• Company Info - View/Edit your Company details
• Custom Fields - create custom fields for your Property & Contact files
• Backup Data - Export your Properties & Contacts 
• SmoothFax - Send a receive faxes directly in your account.
  • Please note:  Adding Smoothfax is $12/mo
• Direct Mail Pricing - View pricing for letters & postcards
• Integrations - Connect your account to the Leadflow Analyze mobile app or smrtphone.io

Billing

• Manage Subscription