Updating Account Information

If you're the account owner, you can add or update your LeadGenius account information through the dashboard.

• Log in to LeadGenius.
• Click on the face icon at the upper right to open a drop-down menu.
• Click on Settings in this menu.
  • You can change the first or last name, as well as the email address.
  • You can also select whether you would like to receive a weekly status email from us. The weekly status email will list the work done on your segments for that week, including:
    • Number of new companies
    • Number of new contacts
    • Number of updated companies
    • Number of updated contacts
    • Number and value of new opportunities created in Salesforce
    • Insights on your data
• Click on Update Profile to save the changes.

To modify LeadGenius account information for someone other than the account owner, please contact our Support Team.