The top right-hand corner of the Lead Bank CRM is the ‘My Profile’ tab.

My Profile

  • Contact informatino
  • Re-Set Password
  • Notification Settings

Data Exports

  • Export Your Data to Another Lead Bank Account
  • Exprot Your Data to Excel

Accounting

  • Subscriptions Settings
  • Update Credit Card Details

Settings

  • Add / Remove Tags
  • Add / Remove Products
  • Defaults – set the number of leads or contacts you wish to see in the summary view on each page.

Log Out

  • Need we say more?