Profile Settings Contact Details What Are Contact Details? Contact Details store the Realtor's personal and business information used across the AgentRoof CRM, including name, email, phone numbers, CRM-assigned contact info, and website. This information is used for client communication, notifications, and CRM-generated correspondence. View Contact Details Click your profile icon. Select Profile Settings . On the left panel, select Contact Details . The Contact Details page will be displayed. From this page, you can view and update: Full Name Email 1 Phone Number 1 Phone Number 2 CRM Email CRM Phone Website Update Contact Details Navigate to Profile > Contact Details . Edit the required field(s): Full Name – updates the Realtor's display name across the CRM. Email 1 – primary contact email; additional emails can be added using the + icon. Phone Number 1 – primary contact number, with country code selector. Phone Number 2 – optional; add using the + icon or remove using the – icon. Website – click Manage to configure the Realtor's public-facing website URL. Click Update Profile . The updated contact details will be saved and reflected immediately across the CRM. Note: CRM Email and CRM Phone are system-generated and cannot be edited manually. At least one email and full name are required fields and cannot be left blank. Conclusion You have successfully learned how to view and update Contact Details in AgentRoof CRM. Password Reset What Is the Forgot Password Feature? The Forgot Password feature allows users to reset their AgentRoof CRM password if they are unable to access their account. A password reset link will be sent to the registered email address associated with the account, allowing the user to create a new password and regain access to AgentRoof CRM. Reset Your Password Access the Forgot Password Page Navigate to the AgentRoof CRM login page. Click Forgot Password? The Forgot Password page will be displayed. Request a Password Reset Link Enter the email address associated with your AgentRoof CRM account. Click Submit . A confirmation message will be displayed indicating that a password reset link has been sent if the email address exists in the system. Create a New Password Open the email inbox associated with the registered email address. Locate the password reset email. Click the password reset link provided in the email. Enter your new password. Confirm the new password. Submit the changes. Your password will be updated successfully. Sign In with the New Password Return to the AgentRoof CRM login page. Enter your registered email address. Enter your newly created password. Click Login . You will be logged in to your AgentRoof CRM account successfully. Notes The password reset email is only sent if the email address exists in AgentRoof CRM. Ensure you enter the email address associated with your account. If you do not receive the email, check your spam or junk folder. Password reset links should be used promptly after they are received. Conclusion You have successfully learned how to reset your AgentRoof CRM password using the Forgot Password feature. Email Credits What Are Email Credits? Email Credits determine the number of emails that can be sent from your AgentRoof CRM account. Each account is configured with a default monthly email credit allocation. If additional credits are required, they can be purchased separately. Purchased email credits are valid for 30 days from the date of purchase. View Email Credits Click your profile icon. Select Email Credits . The Email Credits page will be displayed. From this page, you can view: Available Email Credits Monthly Credit Allocation Credit Usage Additional Credit Purchase Options Purchase History The Purchase History section displays all previously purchased email credit plans. Purchase Additional Email Credits Navigate to Profile > Email Credits . Click Purchase Additional Credits . A list of available email credit plans will be displayed. Locate the desired plan. Click Buy Now . A payment window will appear. Enter the required payment details: Card Number Expiry Date Security Code Country Click Pay Now . The purchase will be processed successfully. The purchased email credits will be added to your account immediately. Note: All purchased email credit plans have a validity period of 30 days from the purchase date. Any unused purchased credits will expire after the validity period ends. Credit Usage Priority If a new monthly email credit allocation is added while purchased credits are still available, the purchased credits will continue to be used before the monthly allocated credits. Once the purchased credits are fully used or expire, the system will begin using the monthly allocated credits. Conclusion You have successfully learned how to manage Email Credits in AgentRoof CRM. SMS Credits What Are SMS Credits? SMS Credits determine the number of text messages that can be sent from your AgentRoof CRM account. Each account is configured with a default monthly SMS credit allocation. If additional credits are required, they can be purchased separately. Purchased SMS credits are valid for 30 days from the date of purchase. View SMS Credits Click your profile icon. Select SMS Credits . The SMS Credits page will be displayed. From this page, you can view: Available SMS Credits Monthly Credit Allocation Credit Usage Additional Credit Purchase Options Purchase History The Purchase History section displays all previously purchased SMS credit plans. Purchase Additional SMS Credits Navigate to Profile > SMS Credits . Click Purchase Additional Credits . A list of available SMS credit plans will be displayed. Locate the desired plan. Click Buy Now . A payment window will appear. Enter the required payment details: Card Number Expiry Date Security Code Country Click Pay Now . The purchase will be processed successfully. The purchased SMS credits will be added to your account immediately. SMS Credit Validity All purchased SMS credit plans have a validity period of 30 days from the purchase date. Any unused purchased credits will expire after the validity period ends. Credit Usage Priority If a new monthly SMS credit allocation is added while purchased credits are still available, the purchased credits will continue to be used before the monthly allocated credits. Once the purchased credits are fully used or expire, the system will begin using the monthly allocated credits. You have successfully learned how to manage SMS Credits in AgentRoof CRM.