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 when leads visit 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 article.

Article Contents

• Accessing My Account
• Enable or Disable Launchpad
• Updating Localization Settings
• Changing Your Password
• Setting Up Two-Factor Authentication
• Configuring Auto-Notify Settings
• Deactivate Your Account

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Accessing My Account

Click Settings in the left toolbar to access the My Account page.  By default, the Settings menu opens to the My Account page.
 

Enable or Disable Launchpad

The Launchpad is a tool that provides an at-a-glance view of your upcoming tasks, recent activity, and key metrics. It appears automatically when you first log in to your account for the day. If you prefer to prevent the Launchpad from opening on each login, check the Disable Launchpad on login box. 

If you change your mind, uncheck the box to re-enable it. 

Updating Localization Settings 

Localization determines the time and language displayed by Lead Gen & CRM throughout the application. To modify localization settings, click Settings in the left toolbar:

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

Make sure to click the verification link sent to the new email address to complete the update. If you do not see the verification email, check the SPAM folder.

Note: Only Administrator user roles can change the Lead Gen & CRM account 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, complete these steps from Settings in the left toolbar.

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

Setting Up Two-Factor Authentication

Two-factor authentication adds an extra layer of security to your account beyond your password. It requires a second factor to verify your identity when logging in, reducing the risk of account takeovers and the compromise of personal information. All Lead Gen & CRM accounts must be enrolled in two-factor authentication. Learn more about how to set up and configure different two-factor authentication methods.

Configuring Auto-Notify Settings

Lead Gen & CRM can be configured to automatically notify lead owners 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, complete these steps from your account Settings in the left toolbar.

1. Scroll to the Auto-Notify Settings section and select one of the following options:
   
   

   	Option		Description
   	All contacts you own		A bulk setting that sends notifications for every contact assigned to you when you are set as their lead owner.
   	Manual selection of contacts you own		This allows you to choose individual sets of leads based on their type.
   	Disable these settings		Turns off all automatic notifications for leads you own.

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

   	Option		Description
   	Primary contacts on open opportunities you own		The primary point of contact for the opportunity.
   	Secondary contacts on open opportunities you own		All other relevant points of contact for an opportunity. This option is only available if the Primary contacts on open opportunities you own option is selected.
   	Customers		Any contact that is associated with a Closed-Won opportunity or has had their lead status set to Customer.
   	Contacts on accounts you own		Contacts on any account that you are owner of.

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

Deactivate Your Account

Questions?