How to Edit Account Settings

To get to your Settings Page, follow the instructions below:

1. Click the Gear icon on the top right corner of your account next to the bell icon.

2. From the Gear drop-down, select "Settings." 

Now that you are on your Settings Page, you will be able to set your default settings for your account, as seen below: 

• Calendar
  
  

• Checklist
  
  
  

• Contacts/ Vendors

• Emailing
  
  
  

• Commission Report
  
  

• Properties
  
  
  

• Content Library
  

• Call List
  
  
  

• Task List
  
  
  

• Color Theme