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Managing Your Account & Team

Last Update a month ago

Settings Team

Settings

Sarah

Last Update a month ago

Overview: The Settings section allows users to control core platform behaviors, automation rules, AI usage, marketing funnels, targeting preferences, and third-party integrations. These settings tailor how the platform interacts with leads, team members, and external tools.

Key Features / Capabilities

  • Edit personal profile details

  • Customize email signature and bios

  • Manage billing and subscriptions

  • Configure funnel behaviors & lead interaction rules

  • Manage integrations (VOIP, calendars, email provider, etc.)

  • Activate automated tasks and nighttime filters

  • Download leads and manage custom disclaimers

  • Access integrations

Step-by-Step Instructions AI Settings1. Navigate to AI Settings2. Toggle “Generative Emails” to ON3. Enable or disable “SarahGPT” for AI-based lead replies4. Save preferences


Ad Targeting1. Go to Ad Targeting2. Choose range of location (by Km)4. SavePhysical Location1. Enable targeting people in or regularly in your targeted locations.2. Yes or No3. Save


Buyers Funnels1. Upload PDF Buyer’s Guide2. Save


Home Valuations1. Set home valuation feature to Manual or Automatic2. Adjust home valuations percentage3. Save


Activity Notifications1. Toggle lead activity notifications to On2. Choose how to receive activity alerts (SMS, Email)3. Save


Mortgage Provider1. Select mortgage or enter custom URL2. Save


Daily Auto Tasks1. Enable/disable Daily Auto Tasks2. Select basic or aggressive auto tasks3. Save


Tag Sharing1. Toggle ON to allow team-wide use of lead tags2. Useful for collaboration and segmentation3. Save


VOIP Integration1. Authenticate using API keys or login2. Save


Nighttime Filter1. Enable Nighttime filter2. Platform will pause outbound messages during this time3. Save


ISA Updates1. Enable Inside Sales Agent updates2. Save


Calendar Times1. Set available hours for bookings2. Save


Email Provider1. Choose provider (Gmail, Outlook, Custom SMTP)2. sync or connect3. Save


Dynamic Fields1. View list of dynamic fields2. Add or edit custom fields3. Save


Master Nurturing Switches1. Toggle ON/OFF to globally enable/disable nurturing2. Save


Custom Disclaimer1. Write legal or branding disclaimers2. Save


Download Leads1. Click “Download Leads”

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