My Profile – Personal Settings

1. Feature Overview

The Personal Settings in your LeadSquared account allow each user to add personal information, manage report subscriptions, change passwords, create email signatures, and more.

The information entered here (like city, time zone, manager, etc.) can be accessed by Administrators while assigning leads to Sales Users (through lead distribution automation, etc.), applying permissions to different sets of users, creating sales groups, etc.

Admins can add information for all users and also access organization/company-level settings –

2. Prerequisite

You must have a LeadSquared account.

3. My Profile

Manage your personal, work, and location details on your LeadSquared account. You can also change your profile picture.

4. My Password

To change your password, navigate to Settings>Profile>My Password. To know the requirements that have to be met when setting up a password, refer to Set Password Policy For Users.

5. My Email Signature

To add or edit your HTML and text email signatures, navigate to Settings>Profile>My Signature. With this feature, you can customize your email signature on emails sent to your leads.

6. My Report Subscriptions

Subscribe/unsubscribe from daily, weekly and monthly reports delivered via emails. To do so, navigate to Settings>Profile>My Report Subscriptions. In addition to these reports, you can also subscribe to Smart Views as reports.

7. My Leaves

To add, edit and view your leaves, navigate to Settings>Profile>My Leaves. To know more, see Leave Tracker.

Any Questions?

We’d love to answer your questions or hear your unique use cases. Feel free to share your experiences in the comments section below.