Profile

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: This is the destination phone number defined in settings where LeadLoop can ring to you to connect an outgoing call.  Set to NONE to instead set a manual phone number.
• User Phone (Manual Entry): Here you can manually set the phone number for LeadLoop to call you and connect an outgoing call.

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.