In this article, you’ll find:
How to Edit Your Personal Information
The Profile Page allows you to update your name, email, phone number, and password. Here's how:
Navigate to the bottom left corner of your screen and click the > button.
Select Profile from the expanded menu to view your account information.
From here, you can edit:
Name
Email
Company
Phone (optional)
Password (Ensure to enter both the New and Confirm New Password fields to complete this update.)
Key Considerations
Best practice tip: 💡 Always double-check that your new password is correctly entered in both fields to avoid lockouts.
Common mistake: ⚠️ If you change your email address, make sure to verify it by checking your inbox for a confirmation link.
How to Adjust Your Preferences
The Preferences section allows you to customize the way your account functions, including exclusion preferences and email verification settings.
Exclusion Preferences
Exclude Previous Downloads: Automatically exclude your past downloads to prevent duplicates.
Team Member Exclusion: Optionally exclude downloads from other team members (e.g., Upload Support downloads).
EU Contacts Exclusion: Enable exclusion of EU contacts to comply with GDPR regulations.
Email Verification Preferences
Choose how you want your contacts’ email addresses to be verified:Valid: Only valid emails will be included.
Valid + Accept All: Includes valid emails and those marked as "Accept All."
Valid + Accept All + Invalid: Includes all email statuses.
Ask Each Time: Prompts you to select a verification option each time you search for contacts.
Learn more: Setting your Validation Preferences
How to Manage Integrations and API Keys
CRM Integration
Seamlessly connect your CRM by selecting Connect to my CRM. This integration lets you push contact data directly into your CRM for smoother workflows.API Keys
View or Generate API Keys: Use the Reveal API Key button to view your existing key, or click Generate New API Key to create a new one.
Zapier Key: If you use Zapier, generate a separate key for integrations by selecting Generate New Zapier Key.
FAQs
Q: How do I reset my password?
A: To reset your password, click the Forgot Password link on the login page. Follow the steps to receive an email with a password reset link.
Q: Can I exclude data from specific team members?
A: Yes, under Exclusion Preferences, you can exclude uploads from other team members, such as support downloads.
Q: What do I do if my email isn't verified after I update it?
A: Check your inbox for a verification email. If you don’t see it, ensure you entered the correct email address and try again.
Next Steps
Still need help? Contact UpLead Support for assistance.