Lead Liaison allows users to customize their profile. There are five (5) sections for the user's profile. The sections are:
To get into the settings menu, click the user photo in the top right, then select Settings
Each section is explained below:
The General section contains basic information to customize the overall user interface experience within Lead Liaison. See the screenshot below for more information on these settings.
This setting changes the initial page you will see after logging into the system.
This setting should be self explanatory, but it's to toggle on or off viewing a flag based on the country on the visitors page.
This setting is also easy to guess. It turns on or off seeing an icon for the browser being used by a visitor on the visitors page.
This setting will cause an alert chime to play anytime a new lead comes on.
This setting changes the font size in multiple tables across the application. Choose from small, medium, or large.
Specifies how many results (rows) to show in any table within the application.
Shows column search and sort options on every table when enabled.
This setting allows you to display new leads in a different color so they stand out when viewing
This setting will cause a new window to open when you wish to compose a message. Doing so allows you to work on other things while your composing the message.
This setting allows you to configure what time will be used when you create a new task.
This setting will cause the selected activities to expand in full when they are found in a timeline, instead of the default action of collapsed.
The Personal section helps personalize your experience with your picture, contact information, time zone and more. See the screen shot below for more information on these settings. When your photo is uploaded it will be used in multiple areas across the application, including but not limited to the:
The following fields are automatically populated from a connected CRM:
In the section below, called "Modify User's Info for Mail Merge (Personal Signature)" is a series of fields where more information may be provided on the user. This information is used in mail merge fields when sending emails from the Lead Owner. These mail merge fields are automatically mapped to the respective fields shown in the screenshot below when creating an email campaign.
The following fields are automatically populated from the information used when provisioning your Lead Liaison account:
The following fields are automatically populated from a connected CRM:
Time zones are automatically updated each time a user logs in. For example, suppose the user travels to Europe for two days. While in Europe, when they login to Lead Liaison the system will automatically detect the local timezone and update it in the system. When returning to the users homeland, and logging into the system, the time zone will be reset based on the user's current location.
The system will automatically adjust for daylight savings time after each login.
To manually override automatic timezone detection, toggle this setting and set your timezone accordingly.
The Signatures section allows you to add, remove or customize signatures that can be used in emails that get sent out on behalf of your user by our system.
Allows you to add, remove or customize Named Account lists and the domains that are part of the list.
Use this section to change your password. Make sure to enter your old password first in the Confirm Old Password field. Then, enter a new password in the New Password field.
The Notifications section has several sections for various alerts you may receive.
Allows you to define how you'd like to receive Buy Signal, Favorites and Lead Report Alerts. Lead Liaison distributes Alerts through email and/or SMS for most Alerts.
Allows you to define if you would like to receive alerts in-browser using Chrome notifications
Allows you to toggle on or off receiving notifications about the progress and status of your event transcriptions
Allows you to toggle on or off receiving a notification if someone creates a new task and assigns it to you.
Allows you to toggle on or off receiving a notification when someone makes a Data Subject request
Use this section to enter credentials for 3rd party sites such as LinkedIn, Twitter and Facebook.
Also contains the email settings if you have Sales Enablement
If you use the Send & Track plugin for Chrome, you can configure settings here. More information on Send & Track can be found on this page.