Every employee in your company using LeadLoop has a Profile, displaying their name, position, and contact information.

Profile settings determine how Users appear across LeadLoop, how they make outbound communications, and whether they receive email and/or text notifications each time a message is received.

Adding a User to LeadLoop creates a Profile automatically, but you may wish to revise or adjust a profile. Changes to User information are usually made by Admins in User settings, but non-admin users can update their own profile information.

Parts of a Profile

The parts of a Profile are:

  • First Name: The User’s first name.
  • Last Name: The User’s last name.
  • Title: The User’s position in your company.
  • My Phone Number: The phone number on which the User will place outbound, and often recorded, phone calls.
  • User Phone (Manual Entry): If the User won’t be placing outbound phone calls, a phone number can be manually entered here.

Access & Edit a Profile

To access or edit your LeadLoop profile:

  1. Click your User Icon.
  2. Select Profile.
  3. Update whichever of the available information needs changing.
  4. Choose whether to receive text or email notifications.
  5. Click Save.

Off-Platform Notifications

  • Users can be alerted off-platform when new notifications are created in LeadLoop.
  • To receive these alerts, select “Receive Email Notifications” and/or “Receive Text Notifications.”
  • If either option is enabled, an alert and link to respond will be sent for each new Notification LeadLoop generates.

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