Profile Settings for Sharper Agent
Updated by Nicole Huntley
It's important to review and update your personal account settings, so you can make sure your emails and materials all have your correct contact information. You can update your contact information, call to action, photo, and logo.
To edit your Profile information, click the Edit button at the top of the page.
To start with, you’ll want to review your Profile Details. Your profile details will be displayed on all of your marketing materials, so it’s very important you make sure all of your information in your profile is exactly the way you want it.
- Display Name: Enter the display name as you want it to appear on your website, emails, marketing materials and campaign pieces.
- Account Owner Name: This is the name on the account profile; this will default to the billing name
- Login: Your login name for logging into your Market Leader Pro account.
- Website: This is your marketing landing page, and cannot be edited.
- CRM Email: This is the email address that is used to communicate with your consumers. This cannot be edited.
- External Email: An email address that can be used for password recovery. This needs to be a non-Market Leader email, such as a Yahoo! or Gmail address.
- Title: Your title as an agent, such as Broker or Listing Specialist.
- Designations: Any real estate designations that you are qualified to use.
- License/DRE: Your real estate license number.
- Phone Number: Enter an office phone number and/or mobile number.
- Team Checkbox: If you are part of a team, then marking the Team checkbox will pluralize your system-generated emails (e.g. Welcome Email, Listing Alerts). Phrases like “my website” will become “our website”.
The information that you add or edit in Marketing will automatically be loaded onto any marketing pieces you create in your Marketing Center. Customizing these settings will save you loads of time when creating marketing materials.
- Marketing Website: This field allows you to feature a website on your marketing pieces.
- Marketing Address: This is the address that will populate your marketing designs.
- Call to Action: A phrase, like “Call me today!” that invites your customers to respond.
- Disclaimer: Populates at the bottom of each marketing piece.
- Realtor and Equal Housing Logo: Click the appropriate check box to have the logos display on various marketing pieces.
The next section on your Account Settings page is Social Media. Adding links to your social media profiles lets your consumers connect with you on a more personal level. When you add a link for your social media profile, an icon will be placed on your website About page, as well as in marketing materials and campaign pieces. When clicked, your consumers will be taken to your social media profile page.
To add an icon to link to one of your Social Media profiles, click the Add Social Media button.
Select the social media type from the drop down menu, then add the URL for your profile in the URL field. When you're done, click Save. You can repeat until you've added all of your social media profile links.
To add your profile photo and marketing logo, select My Account from the Account Menu. Then select My Images in the left-side navigation menu.
This is where you’ll upload your professional headshot photo to be used on your agent card widgets and marketing materials, and the logo that will appear on your marketing designs.
- Profile Photo: This is the profile picture that will be used on your marketing materials.
- Marketing Logo: Your office or agency logo that will appear on your marketing materials.
- Office Photo: An additional image that will be displayed on your marketing landing page (optional).
To add an image click the Upload Image button, then click Select File to browse and find the photo you want to use. When you're finished, click Upload.