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How To Update Your Email Address

Written by Jenna Tighe

Updated at September 6th, 2023

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If you need to change your email address across the board, here are the places you must go to update it. 

Customizer → Company Info

From the website dashboard, click on the Favorites waffle and select Customize.

Select Company Information on the left.

Change email in the Company Email box. 

Click Publish to complete.

You can also access this spot by going to Customizer → Lead Management → Edit Company Info

 
 

Website Dashboard → Menu → Agents

From the website dashboard, click Menu in the upper left corner and select Agents (View All) from the dropdown.

Click on the agent name.

Change the email in the Agent Information column on the right.

Click on Update when finished (scroll down on the bottom right).

 
 

Website Dashboard → Menu → Users

From the website dashboard, click Menu in the upper left corner and select Users from the dropdown.

Click on the Username. 

Update the email under Contact Info.

Save to complete (click on Update User at the bottom). 

 
 

CRM → Setup → Account → My Account → Contact Person Details

From the website dashboard, click on the green bar that says View Leads.

In the CRM, select Setup at the top, then select My Account under Account on the left.

Save Changes to complete.

 
 

CRM → Setup → Alert & Email Settings → Basic Setup

From the website dashboard, click on the green bar that says View Leads.

In the CRM, select Setup at the top, then select Basic Setup under Alert & Email Settings on the left.

Save Changes to complete.

*Please also check the Advanced Routing tab below Basic Setup.

 

 
 
 

 

 

change email update email new email

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