Account Settings
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…
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…
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…
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 –…
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….
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…
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…
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]…
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…
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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