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Account Settings

December 4, 2019 Account Settings My Account

Managing Additional Product Subscription

You may find it that you’d want to add products one at a time based on your business need. To do so, please follow the instructions below: 1. From your Main Dashboardhover over the Account tab and select My…

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December 4, 2019 Account Settings My Team

How Can I Add Additional Users To My Account?

You may have a couple of people who help you manage your business and you’re wondering if they can also use Encompass REI . The answer is YES! They can have their own login information…

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November 19, 2019 Account Settings My Account

How Do I Update My Billing Information?

If you would like to update any of your billing information such as your billing address and phone number please follow the steps below.  1. From your account’s Dashboard hover on the Account name and click on My Account. 2. Under the Billing/Subscription…

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November 19, 2019 Account Settings Task

Team Tasks: Overview

To access Task Manager, click on Task on the top navigation menu. Here’s an overview of what’s inside the Task Manager: View My Tasks – this is the default view once Task Manager has been access. All Tasks –…

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November 19, 2019 Account Settings My Account

How Do I Reactivate My Encompass REI Account?

Please follow the steps below to reactivate an account.  1. From your Main Dashboardhover over the Account tab and select My Account as shown in the image below. 2. On the Billing/Subscription Details tab, click on ‘Reactivate Subscription‘ link on the right side. 3….

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November 19, 2019 Account Settings Marketing Profile

How To Add a Picture and Company Logo To Your Marketing Profile

To put a personal touch on your marketing, add a picture of yourself and your company logo to your Marketing Profile. Follow the instructions below to add a picture and company logo to your Marketing…

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November 19, 2019 Account Settings Marketing Profile

How to Setup your Marketing Profile

Below you will find the necessary steps to setup your Marketing Profile within Encompass REI .  On your account’s Dashboard, click on your Account Name then select Marketing Profile. Enter the information you want your clients to see. This will then…

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November 19, 2019 Account Settings My Account

How Do I Reset The Password For My Account?

Can’t log into your  Encompass REI  account? You can reset your password by receiving a password reset email.  If you’ve forgotten the email address please feel free to reach out to us at any time at [email protected]…

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November 19, 2019 Account Settings My Account

Managing Your Account Subscription

You can find the following information under the Billing/Subscription Details tab: Billing Address Default Card Subscription Information Phone System Usage Email Credit Usage  You can update your Billing Address and default credit card on this page. You…

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November 19, 2019 Account Settings My Account

How Can I Purchase Additional Products For My Account?

To find out what is included in your account, please go to this article. The following can be purchased on top of your monthly subscription depending on your business need: Follow the instructions below to purchase…

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Recent Posts

  • How To Change The Default Property Finder Type
  • What Is The Difference Between Profit Dial Lite and Profit Dial Pro?
  • Managing Additional Product Subscription
  • How to View Archived Calls, Voicemails, or Texts
  • How Can I Add Additional Users To My Account?

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How To Change The Default Property Finder Type

Dec 4, 2019

What Is The Difference Between Profit Dial Lite and Profit Dial Pro?

Dec 4, 2019

Managing Additional Product Subscription

Dec 4, 2019

How to View Archived Calls, Voicemails, or Texts

Dec 4, 2019

How Can I Add Additional Users To My Account?

Dec 4, 2019

How To Change The Default Property Finder Type

Dec 4, 2019

What Is The Difference Between Profit Dial Lite and Profit Dial Pro?

Dec 4, 2019

Managing Additional Product Subscription

Dec 4, 2019

Delete a File from the File Manager

Nov 19, 2019

How to Export Contacts

Nov 19, 2019

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