The My Account page in your user settings is where your timezone information and password settings are located.
This page is also where you can configure how and when you receive notifications that leads you own have visited your websites.
This article will provide information as to what is available in the My Account page in Lead Gen & CRM.
Article Contents
Trial | ✓ | |
Essential | ✓ | |
Advanced | ✓ | |
Ultimate | ✓ |
Administrators | ✓ | |
Company Managers | ✓ | |
Marketing Managers | ✓ | |
Sales Managers | ✓ | |
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Jr. Salespersons | ✓ |
Accessing My Account
Your general account settings are listed on the My Account page, which are housed in the Settings.
Click Settings in the left toolbar to access the My Account page.
By default, the Settings menu will always open on the My Account page.
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Updating Localization Settings
Localization determines the time and language that Lead Gen & CRM displays throughout the application. To modify localization settings, do the following:
- Click Settings in the left toolbar.
- Scroll to the Localization section of My Account.
- Click the Timezone drop-down menu and select the timezone that you are in.
- Click the Language drop-down menu and select the desired language.
- Click Update Account Settings.
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Make sure to click the verification link that was sent to the new email address, to process the update. If you do not see the verification email, check the SPAM folder. Note that only Administrator user roles can change the Lead Gen & CRM instance company email address. Resend the verification link if needed.
Changing Your Password
You can change your account password as necessary.
To change your account password, do the following:
- Click Settings in the left toolbar.
- Scroll to the Change Your Password section of My Account.
- Enter your current password in the Old Password text box.
- Enter your desired password in the New Password text box.
- Enter the same desired password into the Confirm New Password text box.
- Click Change Password.
Opting In to Two-Factor Authentication
Two-factor authentication will give your account another layer of security on top of your password. It requires a second factor to verify your identity when logging in to reduce the risk of account takeovers and personal information being compromised. You can use this area to set up and configure different two-factor authentication methods.
Configuring Auto-Notify Settings
Lead Gen & CRM can be configured to automatically send lead owners a notification of when their leads visit their websites. Lead owners can configure these settings to determine the types of leads they will automatically receive notifications for.
Auto-notify settings can be configured to do this for all leads, or for specific leads. Be aware that, by default, auto-notify settings have the following options selected:
- Manual selection of contacts you own
- Primary contacts on open opportunities you own
- Customers
- Secondary contacts on open opportunities you own
In addition, by default, email notifications are sent out once per 24-hour period for each day a lead visits the site.
These options can be changed as needed. To configure auto-notify settings, do the following:
- Click Settings in the left toolbar.
- Scroll to the Auto-Notify Settings section and select one of the following options:
Option | Description | |||
All contacts you own |
A bulk setting that sends notifications for every contact assigned to you when you are set as their lead owner. |
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Manual selection of |
This allows you to choose individual sets of leads based on the type of lead they are. | |||
Disable these settings |
Turns off all automatic notifications for leads you own. |
- If you selected Manual selection of contacts you own, click any or all of the following options:
Option | Description | |||
Primary contacts on |
The primary point of contact for the opportunity. | |||
Secondary contacts |
All other relevant points of contact for an opportunity. This option is only available if the Primary contacts on open opportunities you own option is selected. |
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Customers |
Any contact that is associated with a Closed-Won opportunity or has had their lead status set to Customer. |
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Contacts on accounts |
Contacts on any account that you are owner of. |