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The Concepts Way

Agent Profile Setup for

This guide will help you setup your profile for the Concepts website.  You will need to complete these steps in order to start receiving leads, and for your profile to be shown correctly when visitors are looking at your agent profile.

Go to

1. Click on the Agent Care tab - then click on Agent CRM

2. Sign in to the website - username: firstlastname - password: lastname2015#


3. Click on your name and your profile editing page will come up


4. Fill out your Agent Bio, this is seen on your roster under your profile. Keep note: Do not change your email address!


5. Add your agent website address and then Scroll towards your bottom and add a signature line - just like in your email!

6. Don't forget to change your password after filling out your information. Click on 'Show Update Password'


7. Fill out the areas needed for your new password.


8. After any change that has been done always remember to save it.