While we know you are eager to get started with RocketLevel, we need to cover the basics!
Business Value: Learn how to navigate your RocketLevel user profile.
We have created this guide to show you what you can do in your User Profile.
If a written guide isn’t your preferred format, click here to view this information in a video guide.
Access Your User Profile
To access your user profile, you will click the small down arrow next to your email at the top right of the screen.
Click “Profile” from the resulting drop-down one-time profile, there are a few things that you can do.
For example, you can change your first name, last name, your email address, or your cell phone.
Set an Email and Phone Number for Notifications
By setting your email address and cell phone number you are setting what dictates your notifications. So if you receive a new lead you will be notified at that specific email address/cell phone number.
If you go to “Notifications,” you're able to turn on notifications for receiving a new SMS (text message). So, when an SMS comes into the system, you will receive an email or you can also be notified via text message.
So when you click each of these, you will activate that notification. Returning back to the profile.
Change Your Password
By going to “Profile” you can change your password.
In order to change your password, you will have to enter the current password. And then you can enter your new password.
For your convenience RocketLevel articles and walkthroughs like this are available 24/7 at help.rocketlevel.com.