How to Update Your Profile and Contact Details

Your profile is what connects you with leads, powers automations, and helps everything run smoothly behind the scenes.

Keeping it up to date ensures your communication stays professional and accurate, every time.

What You Can Update

  • Your name and display name
  • Profile photo
  • Phone number and email address
  • Company name and logo
  • Job title or role
  • Linked accounts (e.g., email, calendars)

Let’s Get It Updated

Step 1: Go to Settings
From your Jumpalead dashboard, click the gear icon in the lower-left corner and select “My Profile” or “User Settings.”

Step 2: Edit Your Info
Click the pencil icon next to any field you’d like to update: name, photo, email, phone number, and more.

Step 3: Add or Change Your Photo
Upload a professional photo to personalize your communications. A friendly face goes a long way.

Step 4: Save Your Changes
Once you’re happy with the updates, click “Save” to lock everything in. Your profile will be instantly updated across the platform.

Pro Tips:

  • Use the same email you connect with leads from; it helps keep automations seamless
  • Add a phone number you’re comfortable using for lead contact or calendar reminders
  • Keep your photo and job title current; it builds trust and credibility with new clients

Can I Update This Anytime?

Absolutely. Jumpalead is designed to evolve with you. Whether you’ve changed brokerages, updated your branding, or just got a new phone number, it’s quick and easy to make changes.

Still need help?
If something’s not working or you just need a hand, we’re here to help. Reach out and we’ll get back to you as soon as we can.
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