Agent profile: photo, phones and contacts
Prepare your profile before sending your first client presentation.
Prepare your profile before sending your first client presentation.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
My profile
My profile · Save
Step-by-step instructions
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Open your profile form from the account menu. Add your full name, role, email, photo and work phone so clients can identify you in property presentations.
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You can enter a Ukrainian number as 0631234567 or +380631234567. The public website displays +380631234567. Check the digits: formatting cannot correct an incorrectly entered number.
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Use the property actions menu to share through Telegram, WhatsApp or Viber. Use the CRM-generated link: copying a normal website URL may omit the agent’s personal parameter.
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Test the link in another browser or private window. Your contacts should appear even if a colleague created the listing. Confirm the property is accessible to the client through the link.
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Save your changes and reopen the record. Check that the values are correct; if a validation message appears, correct the highlighted fields.
Check the result
Check details and access from the employee’s account. The profile should contain work contacts and permissions should match their responsibilities.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
