How to Update Your Profile in Housing Market CRM

Tutorial 9 of 181 · 1 min 02 s

Your Housing Market CRM account carries one profile that the rest of your Housing Market products read, so the name a client sees on a listing, in an email and on your portal profile is the same name. This tutorial opens My profile from Settings, walks through the fields you can change — first and last name, the display name other people read, your company, and a phone and a mobile number — and saves them. It also shows the one field that is deliberately fixed: the email address you sign in with is on the same form, greyed out, because changing it would change the account you and your portal share.

In this tutorial you will learn

Where My profile is
Which details you can change, and what each one is for
How the display name differs from your first and last name
Why the sign-in email cannot be changed here
That one saved profile applies across Housing Market

Follow along: the steps

Open your Housing Market CRM account.
Click the Settings icon at the top.
Choose My profile.
One profile, read by every Housing Market product.
Your first name.
Your last name.
The display name clients read on your listings.
Your company, exactly as on your portal profile.
An office phone number.
And a mobile for buyers on the way to a viewing.
Your sign-in email is shown, but it cannot be changed here.
It is the account you share with your portal, so support changes it for you.
Click Save changes.
Saved — and applied everywhere you use Housing Market.