About
Products
Pricing
CRM
Contact
Members Login
Support
Members Login
Login Mobile
(970)-541-4931
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
Support
Members Login
Login Mobile
(970)-541-4931
About
Products
Pricing
CRM
Contact
Support Menu
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
Account Setup
These are basic setting for your account such as time zone, currency symbol and date format. This is where you can change your account password.
Step 1
Step 2
Step 1
In the Action Center of the Homepage, select My Account.
Step 2
Fill in the details, email address, appropriate time zone, currency symbol, and date format.
NOTE: here you can change your password.
© 2021 Taupe & Ike, LLC. ALL RIGHTS RESERVED
Creative and Web development
Full Circle Creative
© 2021 Taupe & Ike, LLC. ALL RIGHTS RESERVED
Creative and Web development
Full Circle Creative