To get to your Settings Page, follow the instructions below:
- Click the Gear icon on the top right corner of your account next to the bell icon.
- From the Gear drop-down, select "Settings."
Now that you are on your Settings Page, you will be able to set your default settings for your account, as seen below:
- Calendar
- Contact Summary
- Call List
- Attached File List
- Property List
- Vendor List
- System Notification Emails
- Checklist
- Contact List
- Email Contacts
- Letter List
- To-Do List
- Email Opt-In
- Wise Agent Theme
When making changes, it is always good practice to click on the green "Save" button to save your changes.