Settings

Articles related to the settings of ProKeep.

Changing Profile Information
Changing Profile Information: To adjust your name, email or cellphone number within ProKeep, please see the steps below: Log into your ProKeep prof...
Fri, 7 Feb, 2020 at 12:01 PM
Changing Your Password
Changing Your Password: To change your password within ProKeep, please see the steps below: Log into your ProKeep profile. Click on the setti...
Fri, 7 Feb, 2020 at 12:02 PM
Password Reset
Password Reset: Forgot your password? Here are steps to reset your password when you are NOT already logged into ProKeep: Within Google Chrome or M...
Fri, 6 Dec, 2019 at 2:09 PM
Customizing Stock Messages
Customizing Stock Messages: Stock Messages are customizable on a user level so everyone can have their own unique Stock Messages. To configure y...
Fri, 7 Feb, 2020 at 12:03 PM
Changing ProKeep Notification Settings
Changing ProKeep Notification Settings: You are able to adjust the notifications that occur when a new message has come into your ProKeep account.  ...
Fri, 7 Feb, 2020 at 12:05 PM
After Hours Message - Overview
After Hours Message - Overview: Only an Administrator or Manager are able to change the After Hours Message. To enable the After Hours Message, plea...
Fri, 7 Feb, 2020 at 12:05 PM
Adding a New Team Member
Adding a New Team Member: Only an Administrator or Manager are able to add a new team member to ProKeep.  To add a new team member to ProKeep, pleas...
Tue, 25 Feb, 2020 at 12:24 PM
Editing Team Member
Editing Team Member: Only an Administrator or Manager are able to edit team members.  To edit a team member, please see the steps below: As an ...
Fri, 7 Feb, 2020 at 12:07 PM
Roles and Permissions
Roles and Permissions: Roles and Permissions allow for differentiated access to features within ProKeep. There are three different Roles that can be ass...
Fri, 14 Feb, 2020 at 3:23 PM
Customer Import - Overview
Customer Import - Overview: Only an Administrator or Manager can submit a Customer Import. ProKeep allows you to bulk upload your customer contact list ...
Tue, 11 Feb, 2020 at 12:49 PM