Accessing Settings
Click your profile picture or name in the top right corner, then select Settings.Profile Settings
Personal Information
Update your basic information:- Name - How you appear in the app
- Email - Your login email and where notifications are sent
- Phone - For account recovery and optional SMS alerts
- Profile Photo - Displayed in the app and to your team
Business Information
Keep your business details current:- Brokerage Name
- License Number
- Years in Business
- Primary Market/Area
Notification Preferences
Control how and when you receive notifications:| Notification Type | Push | In-App | |
|---|---|---|---|
| New leads | Yes | Yes | Yes |
| Task reminders | Optional | Yes | Yes |
| Follow-up alerts | Yes | Yes | Yes |
| Weekly summary | Yes | No | No |
| Marketing tips | Optional | No | Yes |
Adjusting Notifications
Display Preferences
Customize how PULSEIntel PRO looks and feels:- Theme - Light mode, dark mode, or match your system
- Default View - Choose which page opens when you log in
- Date Format - MM/DD/YYYY or DD/MM/YYYY
- Time Zone - Ensure your calendar and reminders are accurate
Market Configuration
Set up your market preferences for better insights:- Geographic Areas - Cities, zip codes, or neighborhoods you serve
- Property Types - Residential, commercial, land, etc.
- Price Ranges - Your typical transaction values
- Specializations - First-time buyers, luxury, investment, etc.
Data Export
You can export your data at any time:- Contacts - Download a CSV of all your contacts
- Activities - Export your logged interactions
- Reports - Generate PDF reports of your analytics
Data exports may take a few minutes to prepare. You’ll receive an email with a download link when it’s ready.
Connected Accounts
Link external services to enhance your experience:- Calendar - Google Calendar or Outlook for appointment sync
- Email - Connect your email for automatic logging
- Social Media - Link accounts for Content Studio