Getting Started with Your Account Profile | Knowledge Base | Better Sales Pro

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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. Log in to Better Sales Pro.
  2. Open your staff menu (usually your name or avatar in the top bar).
  3. Choose Edit Profile or My Profile.
  4. Use the left Account menu to jump between sections.

What you can set up

  • Profile — personal information, photos, and social links
  • Communication — email accounts, phone & text, notifications
  • Connections — integrations and calendar sync
  • Business — brokerage, licensing, territories, team, partners
  • Account — display theme, billing & payment methods, taxes
  • Security — password and two-factor authentication

Save your changes

Most sections use a sticky footer with Save Changes and Discard Changes. Always click Save Changes before leaving a tab, or your edits may be lost.

Tips for a complete profile

  1. Start with Personal Information so your name, phone, and email are correct.
  2. Add a clear profile photo for messages and public pages.
  3. Connect at least one email and phone number for outreach.
  4. Add a card or bank account under Billing if you pay fees or receive payouts.
  5. Turn on Login & Security (2FA) to protect your account.

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