How to Change My Contact Information on my Website

If you would like to change all or some of your contact information on your site, you will need to access the Global Settings and User Account sections of your website.  From here you have the ability to change your contact #s, email address, brokerage information,etc.

NOTE: If you are changing the email address, you must contact support ([e-mail]) and advise them of this change to ensure the mail route works properly.  We also need the information changed in your client profile.

You will also need to complete the steps below.

CHANGING YOUR INFO IN THE GLOBAL SETTINGS

First login to your CRM account

Click on Websites and then your domain name.

Click on Global Settings.

Make the necessary changes and then click on the Save button.

CHANGING YOUR INFO IN THE USER ACCOUNT

Now that you have made the changes in the global settings, you will need to make the necessary changes in the User Account settings.  To do that click on Settings at the top and then User Accounts.

Click on Edit beside the user you would like to make a change to the contact info for.

Make the necessary changes to the contact information and then click on Save when you are finished.