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Profile/Account Information

Here you can update your account account details. Your Profile will allow you to update your Company Information as well as your Password

  • Change Password: When logged in

    Changing/Updating your Password: There are 2 places that you can updated your Password.  From within your account, which are the steps you will find below.  From the login screen: To see how to update...

  • Change Password: From the login screen

    If you are logged into your account, you can find the steps to update your Password HERE If you are NOT logged into your account, you can request a password reset from the login screen.  To request a ...

  • Account Admin

    The Account section in your account is located in the upper right-hand corner. This is where you access various functions for your specific account. Within the Account section you will find: Profile- ...

  • Custom Fields: How to Label/View/Edit

    Do you have a specific piece of information that does not fit into any of the available fields in your contact or property files?  If so, custom fields are the solution.  Custom Fields are fields that...

  • Backup Data - How To

    The Backup Data tool allows you to export your Contact details, Property details, and Tasks in excel spreadsheets to download to your computer.  Below is a step by step guide on how to Backup your Con...

  • How to add/ & edit your credit card

    In this article, we will go over how to update the billing information within your account.  Whether you are adding a new credit card on file,  removing a credit card from your account, or selecting t...

  • How to View Billing History & Download Receipts

    Leadflow has partnered with Stripe financial services to bring you simplified billing management. To view your account billing history and view/download/print your receipts for individual transactions...