Update Your Prospect Square Profile / Quick Tip

Foreign. The first step is to log into desk@mycbdesk.com Once you've logged into Desk, search for the Prospect Square tile. You can do so by scrolling through Desk or searching Prospect Square in the search box at the top of your screen. Now that you've opened Prospect Square, the first thing you'll want to do is make sure your profile is updated. You can find my profile in the drop down menu located in the upper right hand corner. Your contact information and Head Shot photo should automatically be pulled from the Desk Profile Manager. If you want to make any changes you can. Let's reveal what you can change. You can add or update the Preferred full name using the Preferred Full Name field. Notice that the first name and last name are already populated and are not able to be edited as this information is automatically pulling from the Desk profile. If you'd like to include a professional title, you can do so in the Professional Title field below. If you're on a team and need to insert a second license number, you can place that within the Professional Title field. Scrolling down the list, you'll also notice that the email field cannot be edited. However, you have the ability to enter in a preferred email in the field below. This will be the email that any responses from your campaigns will go to. You have the ability to enter your preferred Agent website. Some suggestions for this would include your CBHomes.com profile, your moxie website, or your own personal website. If it is connected to an IDX feed in the phone number fields, you can begin typing in your phone number and you can include up to three different phone numbers. Please note that your license number should already be included and you do not need to edit in this area. If you need to make an update to your headshot photo, click on Upload photo and find the file from within your computer to update into your Prospect Square profile. Moving on to the social media area, you can add in your social media URLs. This includes Facebook X formerly known as Twitter, LinkedIn, TikTok, Snapchat, YouTube and Pinterest. You can also sync your X formerly known as Twitter and LinkedIn accounts. To do this, click on the blue Connect button and follow the prompts for each. This will allow your Clients for Life campaign to automatically share on those platforms. Moving down into the general section, you'll notice there's an area where you have the ability to sync contacts. You can sync your contacts from one of the following Google A Personal Outlook or Your company provided Office365 email. When you select the account of your choice, be sure to fill in the email address associated with that account. If you hold any designations or certifications, you can select them by placing a check mark in any of the options listed here. Finally, you'll have the option to opt in for all clients for Life campaigns. When toggled on, it will opt you the agent into each campaign. When toggled off, it will opt you out of any future campaigns so that they don't go out to you or your contacts. Once you're done, click Save or click Save and Close.