Account & Setup
Business profile, custom lists and fields, templates, and account configuration.
- Find your way around SettingsSettings is where account setup and configuration live — your profile, the business profile, team, lead capture, mailbox connections, templates, custom lists and fields, and notification preferences.
- Complete your profileYour profile stores your reusable name, contact details, and profile photo for customer-facing materials where you are the represented agent.
- Set up the business profileThe business profile holds shared business details and the reusable account logo used across customer-facing materials and branded email.
- Customize dropdown listsCustom Lists control the dropdown options used across the account — lead source, contact type, lead temperature, task type, transaction stage, and more. Owners and admins manage them.
- Add custom fieldsCustom Fields let the account track extra details that matter to your team on contacts, transactions, and tasks. Owners and admins define them; disable ones you no longer use instead of deleting history.
- Manage your notificationsChoose which advisory and system emails you receive — the daily follow-up digest, task reminders, and actionable email notifications — and set the times they arrive. In-app notifications appear in the navigation.
- Check your plan and usageYour plan decides which features exist for the account and sets limits such as seats, contacts, AI actions, and campaign sends. Settings shows the plan context; Usage & Capacity analytics shows how much of each allowance you have used.
Still need help?
Contact your NextAccord coordinator or email support@nextaccord.com.