Topics covered in this Section:
managing your account on MyProspectorLITE
Uploading your Image
Uploading your Logo
You can get to MyAccount either by clicking MyAccount
from the Main Menu or clicking MyAccount (or the image) on the Main Dashboard
page as shown to the left.
MyAccount is where you
manage the details of, well, your account here at MyProspectorLITE.
You can change your email address, which is also your username, as well
as your password at any time.
You can also edit your personal information here as well. Remember, the
information you put here will be shown on the reports you create with
MyProspectorLITE so it is best to keep this information accurate and
up to date.
You can also setup your commission
structure here by entering your commission structure for Inside sales,
Outside sales, and Other sales. This feature will track and create reports
on your sales and commissions in the near future (Premier version only).
When you have made the changes you want, click the Update button to save
the changes. If for some reason you do NOT want to keep some changes
you made, then just click any other function from the Main Menu bar.
Clicking on the "Upload Your Image" button will bring you to the Image
upload popup window.
We recommend that you upload your image before making reports for clients
since your image will be included on those reports.
Uploading Your Image
The image Upload popup window really only has two
things for you to do. The first is the Browse button that lets you browse
your computer for your digital photograph.
To upload an image, the image must already be located on your computer.
Knowing where on your computer the image file is located will be very
beneficial.
Also, your image must be in a BMP, JPG, GIF, or PNG format. The file
should also be relatively small. We recommend that you try and keep the
width
of the image file somewhere around 125 pixels.
Google recently released free image organizing and editing software which
can be found at picasa.google.com (This
link provided as a convenience only. Download and use at your own risk).
Once you have selected your image, click the "Upload User Image" button
to complete the task. You can close the window once the upload is complete.
Clicking on the "Upload Your Company Logo" button will bring you to the Logo
upload popup window.
We recommend that you upload your logo before subscribing clients in the drip marketing
since your image will be included on those campaigns.
Uploading Your Logo
The logo Upload popup window is virtually identical to the image upload
pop-up window.
To upload your logo, the logo must already be located on your computer.
Knowing where on your computer the logo file is located will be very
beneficial.
Also, your logo file must be in a BMP, JPG, GIF, or PNG format. The file
should also be relatively small.
Once you have selected your logo, click the "Upload Company Logo" button
to complete the task. You can close the window once the upload is complete.
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