To access My Profile, click on your name in the top-right corner of your dashboard, then click “My Profile”.
In My Profile, you can add or edit information about the account user. This is where you’ll enter or edit your personal details, such as Name, Email, Time Zone, Language, and Offices.
NOTE: Fields that are grayed out are locked. To make edits to these fields, please contact your Broker or Manager.
In the bottom half of the page, you also have three other fields that include the following important email addresses for you:
Contact Email Address: This is the email that Contacts will see as the “From” when they receive an email from you.
Dropbox Email Address: You can forward existing threads or new emails created in a different email application to this email address. You can also BCC this email address when emailing customers. This will look up existing customers or create new customers inside TotalBrokerage by scanning the email thread.
Calendar Feed link: You can integrate your TotalBrokerage calendar into your personal devices. You will want to copy the address/URL and Save it to your computer by clicking the clipboard icon. Then click the question mark icon, which will give you instructions for adding your TotalBrokerage calendar to your personal calendar.
