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Account Info

In this section, you’ll find a General Overview video to help you get familiar with the platform. You’ll also learn how to update your profile with your company details and password, explore best practices, and access our Leads Glossary and FAQ. It’s everything you need to feel confident as you get started.

  1. Best Practices & Tips

    1. General Navigation - Video
    2. Best Practices and Tips
    3. Dashboard: Get Familiar with the Dashboard
  2. Profile

    1. Update your Password
    2. Update your Profile/Account Info
    3. How To Add A Credit Card
  3. Lead Type Glossary & FAQ

    1. Lead Type Glossary
    2. Leadpipes - FAQ