Personal Information | Knowledge Base | Better Sales Pro

Knowledge Base

Knowledge Base › Account & Profile › Personal Information

Personal Information

The Personal Information section stores the name, contact details, and professional info used across Better Sales Pro.

Open Personal Information

  1. Go to Edit Profile.
  2. In the left menu under Profile, click Personal Information.

What you can update

  • First name, last name, and professional title
  • Company / brokerage display name (where shown)
  • Phone, cell, WhatsApp, and fax numbers
  • Email address (often display-only; change via Email Accounts if managed separately)
  • Mailing address, city, state/province, ZIP/postal, and country
  • Timezone and default language
  • Tax ID type (SSN/EIN) when your role requires it
  • About / bio text for your public profile

How to edit

  1. Update the fields you need.
  2. Review phone formatting — numbers should include the correct country code when prompted.
  3. Click Save Changes in the footer.

Common issues

  • Email looks locked — primary login email may be changed from Email Accounts or by an administrator.
  • Wrong timezone — appointments and reminders use your profile timezone; update it if times look off.
  • Changes disappeared — confirm you clicked Save Changes before switching tabs.

Was this article helpful?

What was missing?

Still need help?

We're here to help you get the most out of Better Sales Pro.