Help Center
Set Up Your Account
Set Up Your Account
Business details
Individual profile
Individual email configuration
Account settings
Email notification settings
Managing users
Office locations
Shared email accounts
DMARC security
Email custom sending domain
Sending email address
Shared email account using Office 365, Gmail, or other SMTP accounts
Custom fields designer
Business details
Important: The information you set here will be used in many systems in LeadCenter. Check below for a complete list.
In this page you can configure:
- Business name: This will be used in public calendars, public financial questionnaires, and public client document storage.
- Address: If you are using virtual numbers. You must enter a correct address here. Our system must be able to verify it as as an accurate address.
- Logo: Your company logo will be used in public calendars, public financial questionnaires, and public client document storage.
- Phone number and privacy link: This will be used in public calendars, public financial questionnaires, and public client document storage.
- Email Signature: This is a shared email signature that can be inserted in emails while editing in LeadCenter.