---
title: Setting Up Your Profile in GloveBox CRM, formerly Better Agency
description: This guide walks new users through setting up their profile in Better Agency, including configuring contact information, SMS and forwarding numbers, email integration, and personalizing notification preferences to get started seamlessly.
---
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1. [GloveBox University](https://gbu.gloveboxapp.com/knowledge?hsLang=en)
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3. [GloveBox CRM Account Setup](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#glovebox-crm-account-setup)
# Setting Up Your Profile in GloveBox CRM, formerly Better Agency
## This guide walks new users through setting up their profile in GloveBox CRM, including configuring contact information, SMS and forwarding numbers, email integration, and personalizing notification preferences to get started seamlessly.
### Video Walkthrough:
---
### **Step 1: Access Your Profile Settings**
1. Log in to your dashboard.
2. Navigate to the top-right corner and click **Edit Profile**.
---
### **Step 2: Verify Basic Information**
1. Confirm your **First Name**, **Last Name**, and **Email Address** are correct.
2. Update if necessary.
---
### **Step 3: Set Up Your SMS Number**
1. Click the green **Set Up SMS** button.
2. Choose an area code where you do most of your business.
3. This number will serve as your texting number within GloveBox CRM.
4. Confirm the setup.
---
### **Step 4: Configure the Forwarding Number**
1. Enter the number where calls to your SMS number will be forwarded.
2. This can be your office phone or cell phone.
---
### **Step 5: Add a Calendar Link**
1. If you use **Calendly** (a free account is available), copy your scheduling link.
2. Paste the link in the provided field.
3. This link will be embedded in campaigns to schedule meetings with clients.
---
### **Step 6: Input Commission Details (Optional)**
1. If you know your **New Business Commission** and **Renewal Commission**, enter them.
2. If unsure, leave these fields blank for your admin to update later.
---
### **Step 7: Enable Support Access**
1. Check the box to allow the support team access to your account.
2. This ensures quick troubleshooting if needed.
---
### **Step 8: Pause Campaigns Automatically**
1. Enable the feature to **Pause Campaigns When a Response is Received**.
2. This prevents campaigns from continuing if a client requests more time or opts out.
---
### **Step 9: Upload a Headshot**
1. Click **Choose File** to upload a professional photo.
2. This photo will appear in your profile and communications.
---
### **Step 10: Set Up Your Email Signature**
1. Copy your signature from Gmail or Outlook.
2. Paste it into the **Email Signature** field.
3. Click **Update** to save.
---
### **Step 11: Customize Goals and Preferences**
1. Set your monthly sales goals under **User Premium Goals**.
2. Review and update **Referral Settings** to ensure your contact details are correct.
3. Adjust **Notification Preferences**:
- Enable **Notify When a New Contact Is Received** and **Notify When a New SMS Is Received** for timely updates.
---
### **Step 12: Connect Your Email**
1. Click **Email Integration**.
2. Select **Connect** and sign in with your email provider.
3. Grant permission for GloveBox CRM to log emails automatically.
- Emails sent or received will be saved in GloveBox CRM while still appearing in your regular inbox.
---
### **Step 13: Save Your Settings**
1. Review all changes.
2. Click **Save** to finalize your profile setup.
Revisit these settings any time you'd like to update your profile. Otherwise, you're all set!
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- [Completing Your Account Set-Up](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#completing-your-account-set-up)
- [Email Campaigns to Promote GloveBox](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#email-campaigns-to-promote-glovebox)
- [Launching and the GloveBox Rollout](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#launching-and-the-glovebox-rollout)
- [Agency Internal Process Updates](https://gbu.gloveboxapp.com/knowledge/client-onboarding-resources?hsLang=en#agency-internal-process-updates)
- [Key GloveBox Workflows](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#main-content)
- [Managing Client Profiles and Policies](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#managing-client-profiles-and-policies)
- [Driving Client Adoption with GloveBox](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#driving-client-adoption-with-glovebox)
- [Resources for Agency Administrators](https://gbu.gloveboxapp.com/knowledge/key-glovebox-workflows?hsLang=en#resources-for-agency-administrators)
- [Glovebox Updates + Enhancements](https://gbu.gloveboxapp.com/knowledge/glovebox-updates-enhancements?hsLang=en#main-content)
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- [GloveBox and Your AMS Data](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#main-content)
- [Setting Up Your Client List By AMS](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#setting-up-your-client-list-by-ams)
- [Additional AMS Data Resources](https://gbu.gloveboxapp.com/knowledge/glovebox-and-your-ams-data?hsLang=en#additional-ams-data-resources)
- [Carrier Connections + Integrations](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#main-content)
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- [Book of Business Carrier Connection](https://gbu.gloveboxapp.com/knowledge/carrier-connections-integrations?hsLang=en#book-of-business-carrier-connection)
- [Policyholder Resources for ClientHub and the Mobile Apps](https://gbu.gloveboxapp.com/knowledge/policyholder-resources-for-clienthub-and-the-mobile-apps?hsLang=en)
- [Resources for GloveBox CRM Clients](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#main-content)
- [GloveBox CRM Account Setup](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#glovebox-crm-account-setup)
- [Managing Service with GloveBox CRM](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#managing-service-with-glovebox-crm)
- [Utilizing GloveBox CRM's Pipelines](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#utilizing-glovebox-crms-pipelines)
- [Building & Managing Campaigns in GloveBox CRM](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#building-managing-campaigns-in-glovebox-crm)
- [Using GloveBox CRM's Medicare App](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#using-glovebox-crms-medicare-app)
- [Integrations](https://gbu.gloveboxapp.com/knowledge/resources-for-glovebox-crm-clients?hsLang=en#integrations)
- [Agency Best Practices](https://gbu.gloveboxapp.com/knowledge/agency-best-practices?hsLang=en)
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