Your Personal Account Settings are where you manage everything specific to you as a user. Update your profile, customize your notifications, set up your voicemail drop, and keep your account secure, all in one place.
Changes here only affect your account and won't impact other team members.
Navigating to Personal Account Settings
Getting there is quick and easy!
Click your avatar (profile picture or initials) in the bottom-left corner of the app
Select Settings from the menu
Choose Personal Account from the left-hand navigation
View & Update Your Profile
Keep your display name and timezone up to date so teammates know who they're working with and your message timestamps are always accurate.
To update your profile:
Go to Settings → Account
Select the Profile tab
Update your display name and/or timezone
Click Save
What You Can Manage
Here's what's available in your Personal Account Settings:
View & Update Your Profile – Update your display name and timezone
Notifications – Control how and when you're notified
Voicemail Drop – Set up a pre-recorded voicemail message
Log Out All Devices – Sign out of Salesmsg on every device at once
Connect your Google Calendar - Allows for Google meeting scheduler to be used by Booking Agents.
Notifications
Get alerted when new conversations come in, contacts are assigned, or teammates mention you. Customize what you're notified about so you stay in the loop without the noise. Salesmsg offers two types of notifications: email and desktop. Email notifications alert you to new messages, while desktop notifications provide real-time alerts directly in your browser.
To manage your notification preferences:
Go to Profile → Settings
Select the Notifications tab
Toggle on or off the notification types that work best for you
Your changes save automatically For Email-to-SMS notifications, map each inbox to the corresponding representative’s email address to ensure accurate delivery. To limit notifications to only messages you send, adjust your preferences in the Notifications tab accordingly.
Notification Types: Salesmsg provides two types of notifications email & desktop and desktop is on always while email can be enabled or disabled.
Voicemail Drop
Record a voicemail message once and Salesmsg will drop it automatically whenever you reach someone's voicemail. No more repeating yourself on every call.
To set up your Voicemail Drop:
Go to Settings → Personal Account
Select the Voicemail Drop tab
Record or upload your voicemail message
Click Save
Log Out All Devices
If you've logged in on a shared or old device, this signs you out everywhere at once so your account stays secure.
To log out of all devices:
Go to Settings → Personal Account
Select the Security tab
Click Log Out All Devices
Confirm when prompted
Heads up! This will end your active session on all devices, including the one you're currently using. You'll need to log back in.
Frequently Asked Questions
Why am I not receiving email notifications? Salesmsg suppresses email notifications for messages you have already viewed in the app. If you are actively using the inbox and view messages as they arrive, email alerts will not be sent to prevent notification fatigue.
Why is there a delay in my email notifications? Email notifications are sent only if you are offline for 15 minutes and a member of the inbox the notification is associated with. Notifications are triggered at the next quarter-hour mark (e.g., X:00, X:15, X:30, X:45). If you view the message before this window elapses, the email alert is suppressed.
Are notifications only sent to the conversation assignee? Email notifications are not restricted to the assignee of a conversation. Instead, they follow the timing and presence rules described above.
Can multiple team members receive the same notification? Salesmsg does not support duplicate email notifications for multiple users by default. However, enabling the SMS-to-Email feature allows team members to reply to texts from their inbox. Notification delivery still adheres to the timing and presence rules.
Can I change my email address or phone number?
Yes! Visit Settings> Account and look for the option to update your contact info under the Profile tab. You'll be asked to verify any changes for security purposes.
Can I change my password?
Absolutely. Head to Settings> Account to update your password at any time.
Will my profile changes affect my whole team's account?
Nope! Personal Account Settings only apply to your individual user account and won't impact other team members.
Need Help? ✋
Contact us on live chat or send an email to us at [email protected].