Configuring My Account Settings

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.

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Article Contents

• Accessing My Account
• Updating Localization Settings
• Changing Your Password
• Opting In to Two-Factor Authentication
• Configuring Auto-Notify Settings

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
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: 

1. Click Settings in the left toolbar.
2. Scroll to the Localization section of My Account.
3. Click the Timezone drop-down menu and select the timezone that you are in.
4. Click the Language drop-down menu and select the desired language.
5. 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:

1. Click Settings in the left toolbar.
   
2. Scroll to the Change Your Password section of My Account.
3. Enter your current password in the Old Password text box.
4. Enter your desired password in the New Password text box. 
5. Enter the same desired password into the Confirm New Password text box.
6. 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:

1. Click Settings in the left toolbar.
2. Scroll to the Auto-Notify Settings section and select one of the following options:

3. If you selected Manual selection of contacts you own, click any or all of the following options:

4. Optionally, do the following:
   • Click the Exclude leads who have visited within the last X days checkbox.
   • Enter the desired number of days.
5. Click Update Auto-Notify Settings.
   
   

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