Configuring My Account Settings

The My Account page in your user settings is where your time zone information and password settings are located. This page is also where you can configure how and when you receive notifications that leads you own have visited your websites.

Tip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this!

Accessing My Account

Your general account settings are listed on the My Account page, which are housed in the Settings.

Click Settings in the left toolbar to access the My Account page.

By default, the Settings menu will always open on the My Account page.
 

Updating Localization Settings 

Localization determines the time and language that Lead Gen & CRM displays throughout the application. To modify localization settings, do the following: 

1. Click Settings in the left toolbar.
2. Scroll to the Localization section of My Account.
3. Click the Timezone drop-down menu and select the timezone that you are in.
4. Click the Language drop-down menu and select the desired language.
5. Click Update Account Settings.
   
   

    

Make sure to click the verification link that was sent to the new email address, to process the update. If you do not see the verification email, check the SPAM folder. Note that only Administrator user roles can change the Lead Gen & CRM instance company email address. Resend the verification link if needed. 

Changing Your Password

You can change your account password as necessary.

To change your account password, do the following:

1. Click Settings in the left toolbar.
2. Scroll to the Change Your Password section of My Account.
3. Enter your current password in the Old Password text box.
4. Enter your desired password in the New Password text box. 
5. Enter the same desired password into the Confirm New Password text box.
6. Click Change Password.
   
   

Setting Up Two-Factor Authentication

Two-factor authentication will give your account another layer of security on top of your password. It requires a second factor to verify your identity when logging in to reduce the risk of account takeovers and personal information being compromised. All Lead Gen & CRM accounts must be enrolled in two-factor authentication. You can use this area to set up and configure different two-factor authentication methods.

Configuring Auto-Notify Settings

Lead Gen & CRM can be configured to automatically send lead owners a notification of when their leads visit their websites. Lead owners can configure these settings to determine the types of leads they will automatically receive notifications for.

Auto-notify settings can be configured to do this for all leads, or for specific leads. Be aware that, by default, auto-notify settings have the following options selected:

• Manual selection of contacts you own
• Primary contacts on open opportunities you own
• Customers
• Secondary contacts on open opportunities you own

In addition, by default, email notifications are sent out once per 24-hour period for each day a lead visits the site.

These options can be changed as needed. To configure auto-notify settings, do the following:

1. Click Settings in the left toolbar.
2. Scroll to the Auto-Notify Settings section and select one of the following options:

3. If you selected Manual selection of contacts you own, click any or all of the following options:

4. Optionally, do the following:
   • Click the Exclude leads who have visited within the last X days checkbox.
   • Enter the desired number of days.
5. Click Update Auto-Notify Settings.
   
   

Deactivate Your Account

Questions?