LLeadpoetHelp Center

Guide

Update Personal Information on Leadpoet

8 stepsAgent View (JSON)

Overview

Leadpoet is a done-for-you email lead generation platform that powers your sales pipeline. Keeping your account profile current with accurate personal information—including your full name, company affiliation, and job title—ensures proper identification within the platform and helps maintain organized team records. This is especially important if you've changed roles, companies, or want to ensure consistency across your Leadpoet account and any integrated tools. This brief workflow walks you through updating these core profile fields in your account settings.

Before you begin

  • You have an active Leadpoet account with login credentials
  • You are logged into leadpoet.com
  • You have access to the Account or profile settings section (typically available to all account holders)

Step by step

1
ClickAccount

Click the Account button in the navigation or menu to open your account settings page where profile information can be edited.

Tip. The Account button is typically located in the top navigation bar or sidebar. Look for an icon labeled 'Account', 'Profile', or your initials.
Warning. Do not add a fake name
Note. Test
Step 1
2
ClickFull name

Click on the Full name text field to activate it and prepare to enter your updated name.

Step 2
3
TypeFull name

Type your full name into the field. Clear the existing text first if you are replacing it, or add to it as needed.

Tip. Enter your name exactly as you would like it to appear in your profile and in communications from Leadpoet. Include your first and last name for clarity.
4
ClickCompany

Click on the Company text field to select it and prepare to enter or update your company name.

Step 4
5
TypeCompany

Type your company name into the field. Replace the existing text or add your current company affiliation.

Tip. Use the official company name as it appears in your organization. This helps with identification and record-keeping within Leadpoet.
6
ClickJob title

Click on the Job title text field to activate it and prepare to enter or update your professional role.

Step 6
7
TypeJob title

Type your job title into the field. Replace the existing text with your current position or role at your organization.

Tip. Use your official job title (for example, 'Sales Manager', 'Business Development Representative', or 'Marketing Director') to ensure accuracy in platform records.
8
ClickSave changes

Click the Save changes button to confirm and apply all updates to your personal information.

Tip. Wait for a confirmation message or page refresh to appear, which indicates your changes have been successfully saved.
Warning. Once you click Save changes, the update is committed to your account. Ensure all information is correct before saving.
Step 8

Confirm it worked

  1. 1After clicking 'Save changes', you see a confirmation message or the page refreshes without errors
  2. 2Your updated full name, company, and job title are now displayed in your profile when you navigate back to Account settings
  3. 3The changes persist after logging out and logging back in

Common issues

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