Account & Profile | Knowledge Base | Better Sales Pro

Knowledge Base

Knowledge Base › Account & Profile

Account & Profile

Set up and manage your account profile, billing, security, and business details.

20 articles

Getting Started with Your Account Profile

Your Account Profile is where you manage personal details, communication settings, business information, billing, and security in Better Sales Pro. Open your profile…

1 min read

Personal Information

The Personal Information section stores the name, contact details, and professional info used across Better Sales Pro. Open Personal Information Go to Edit Profile…

1 min read

Photos & Images

Upload a profile photo and cover/background image so teammates and clients recognize you in Better Sales Pro. Open Photos & Images Go to Edit Profile. Under Profile…

1 min read

Social Profiles

Add your website and social links so they appear on your public profile and marketing surfaces in Better Sales Pro. Open Social Profiles Go to Edit Profile. Under Pr…

1 min read

Email Accounts

Connect email accounts and manage signatures so you can send and receive mail from Better Sales Pro. Open Email Accounts Go to Edit Profile. Under Communication, cli…

1 min read

Phone & Text

Manage business phone and text numbers connected to your Better Sales Pro account for calls and SMS. Open Phone & Text Go to Edit Profile. Under Communication, click…

1 min read

Notifications

Control how and when Better Sales Pro notifies you about messages, tasks, and account activity. Open Notifications Go to Edit Profile. Under Communication, click Not…

1 min read

Integrations

Connect third-party apps and services to streamline your workflow in Better Sales Pro. Open Integrations Go to Edit Profile. Under Connections, click Integrations. C…

1 min read

Calendar

Sync external calendars and choose what appears on your schedule in Better Sales Pro. Open Calendar settings Go to Edit Profile. Under Connections, click Calendar. C…

1 min read

Brokerage Information

Brokerage and company details used on documents, disclosures, and profiles in Better Sales Pro. Open Brokerage Information Go to Edit Profile. Under Business, click…

1 min read

Licensing

Maintain personal and corporate real estate license details required for compliance in Better Sales Pro. Open Licensing Go to Edit Profile. Under Business, click Lic…

1 min read

Territories

Define the cities, counties, and ZIP codes where you serve clients in Better Sales Pro. Open Territories Go to Edit Profile. Under Business, click Territories. Add s…

1 min read

Team

Manage staff, partners, and assistants associated with your account in Better Sales Pro. Open Team Go to Edit Profile. Under Business, click Team. What you can do Vi…

1 min read

Verified Partners

Review partner verification status and complete steps required to unlock business features in Better Sales Pro. Open Verified Partners Go to Edit Profile. Under Busi…

1 min read

Refer & Earn

Invite professionals to Better Sales Pro and track referral rewards when the program is enabled for your account. Open Refer & Earn Go to Edit Profile. Under Busines…

1 min read

Display Preferences

Choose light or dark mode (and related UI theme options) for the admin experience in Better Sales Pro. Open Display Go to Edit Profile. Under Account, click Display…

1 min read

Billing & Payment Methods

Manage cards and bank accounts used for platform fees, subscriptions, payroll, and payouts on your staff Billing page in Better Sales Pro. Keywords: billing, payment…

2 min read

Taxes

Manage tax certification forms and related tax documents for your Better Sales Pro account. Open Taxes Go to Edit Profile. Under Account, click Taxes. Complete or up…

1 min read

Change Your Password

Update the password you use to sign in to Better Sales Pro. Open Password Go to Edit Profile. Under Security, click Password. Change your password Enter your current…

1 min read

Login & Security

Protect your Better Sales Pro account with two-factor authentication (2FA) and security preferences. Keywords: two-factor, 2FA, login security, authentication, authe…

1 min read