Account Settings

Overview

• How to Access Your Account Settings

How to Manage Your User Settings

• How to Update Your Personal Information
• How to Change Your Password
• How to Reset Your Password
• How to Manage Admin Functions for Team Accounts

How to Manage Your Company Settings

• How to Upload a Company Logo
• How to Manage Your Company Settings

How to Manage Additional Users

• How to Add Additional Users
• How to Edit Additional Users
• How to Delete Additional Users
• How to Change Passwords for Additional Users

How to Manage Global Settings

• How to Create Custom Buyer Types
• How to Create a Custom Contact Type
• How to Create a Custom Property Lead Type and a Property Status
• How to Create a Custom Seller Questionnaire Form

How to Manage Advanced Settings

• Setup REIPro for Third Party Integrations
• What is Zapier

How to Manage Billing

• How to Add, Change and Delete Credit Cards
• How to View Order History

How to Manage Skip Trace Credits

• How to Purchase and Manage Skip Trace Credits

How to Manage your Subscription Plan

• How to Determine Your Current Subscription Plan
• How to Close Your Account