Update Your MoxiWorks® Profile / MoxiWorks / Quick Tip

We appreciate you being here since this program is optional and discusses best practices for your consideration. If you are thinking of adopting any of them, please make sure to review the requirements in your area region with your broker, branch manager, or manager, including those related to contacting consumers. We do want to highlight the importance of the Telephone Consumer Protection act, better known as tcpa. The general rules are that it's okay to call people if the person recently gave you their phone number, but remember to check the DNC lists regularly if they haven't spoken to that person in a while. You will also want to check the DNC list anytime you don't have permission. Automated calling texting platforms should never be used. Pre recorded messages in artificial voices should never be used. You will be personally liable for any violations of the tcpa. We'll mention the TCPA a few times throughout this presentation.

Log in to desk@mycv-.com and click on the MoxiWorks product suite tile. Before we begin, please keep in mind that your MoxiWorks product suite profile receives data from Desk Profile Manager. Therefore, it's crucial to make updates in Desk initially to ensure they are reflected here. There are a few settings that you can edit here, starting with your nickname. Display Settings Clicking on the pencil icon allows you to change how your name is displayed throughout the MoxiWorks product suite. You may select you prefer Display name. Don't forget to hit Save after making any changes.

Next, let's talk about granting account access.

You have the ability to provide account access to anyone for your MoxyWorks product suite account. This includes individuals such as your branch's staff or marketing specialist.

To begin, navigate to your account settings and select Account Access. Choose Manage My Account Access. Next, click Invite.

Search for the person by name, click.

Add, and then hit the Invite button.

They will receive a notification both in.

Their email and on their MoxyWorks product suite profile.

The next section we will cover is My Brand. The first thing you may edit here is your signature. You have the option to choose from the provided templates, create a custom Signature, or choose the basic Signature. If you choose to create a custom signature, be sure to hit Save when you are finished. Your signature will be applied to all.

Enlisting presentations sent via email, and this.

Will also apply to your signature to emails that you send in Moxie Engage at the top of the screen. You'll notice an option option to upload your logo here. You can choose to upload a dark version for a light background or a light version for a dark background. If you don't have a different logo for each background shade.

You're welcome to upload the same logo for both.