---
title: Profile Settings
description: "Table of contents - [The Four Profile Sections](#0-toc-title) - [Profile Basics Fields](#1-toc-title) - [Email Customization Engage+](#2-toc-title) - [Pipeline Probabilities Engage+](#3-toc-title) - [Saving Changes](#4-toc-title) All Plans Profile settings live on the **My Profile** tab and control how DOT Lead Scout represents…"
url: "https://dotleadscout.com/docs/profile-settings/"
updated: "2026-04-29"
category: "Account & Billing"
---

# Profile Settings

Table of contents

- [The Four Profile Sections](#0-toc-title)
- [Profile Basics Fields](#1-toc-title)
- [Email Customization Engage+](#2-toc-title)
- [Pipeline Probabilities Engage+](#3-toc-title)
- [Saving Changes](#4-toc-title)

All Plans

Profile settings live on the **My Profile** tab and control how DOT Lead Scout represents you to carriers, where reminders fire, and what currency-and-time math the platform does on your behalf. The page is divided into clear sections so you can jump straight to what you need.

## The Four Profile Sections

   A jump-to-section bar at the top of the Profile tab links directly to each major area:

##### Profile Basics

Name, email, phone, exam price, timezone, and email-customization settings.

##### Pipeline Probabilities Engage+

Customize the conversion probability for each pipeline stage. Drives revenue estimates.

##### Clinic Locations

One or more clinic addresses. Powers distance calculations and the Map View. See **8.3**.

##### Rate Sheet Engage+

Build or upload a branded rate-sheet PDF. Same UI covered in **5.4**.

## Profile Basics Fields

| Field | Used For |
| --- | --- |
| Display Name | Appears as the "from" name on your outreach emails. Also the `{name}` placeholder in templates. |
| Email Address | Login email and where reminder/system notifications are sent. |
| Phone | The number carriers see in your email signature. The `{phone}` placeholder. |
| DOT Physical Price | Your standard exam price. Used to calculate per-lead revenue estimates in the pipeline. The `{price}` placeholder. |
| Timezone | Used for reminder timing, scheduled emails, and digest sending. Defaults to America/New_York. |

##### Detect timezone automatically

There's a **Detect** button next to the timezone dropdown. It uses your browser's timezone to auto-select the right value. The current time in your selected timezone shows live below the field so you can confirm.

## Email Customization Engage+

   Engage+ users can override how their outreach emails appear to carriers:

- **From Name** — what carriers see in their inbox. Defaults to your display name. Override to use your clinic's brand instead.
- **Reply-To Email** — where replies are routed. Defaults to your account email. Override if you want replies to go to a different inbox (e.g. a shared front-desk email).

   Final emails always send as **"Your From Name via DOT Lead Scout"** with your reply-to address set on the message. Carriers reply directly to you, not to us.

##### Scout users see a lock message

On Scout, the email-customization section shows a small lock with an upgrade link. Outbound emails still send — they just use your display name and account email by default.

## Pipeline Probabilities Engage+

   Each pipeline stage has a default conversion probability that feeds into your pipeline revenue estimate. Engage+ users can customize them to match their own win rates:

| Stage | Default % |
| --- | --- |
| New | 5% |
| Attempted | 10% |
| Connected | 25% |
| Voicemail | 15% |
| Qualified | 60% |
| Disqualified | 0% |
| Converted | 100% |
| Not Interested | 0% |
| Lost | 0% |
| Archived | 0% |

##### Why customize probabilities?

Defaults are conservative. If your real win rate from *Connected* is closer to 40% than 25%, updating the probability gives you a more accurate pipeline-value forecast on the dashboard.

## Saving Changes

   Each section has its own Save button. Changes apply immediately when you click Save — no reload required. If you change your timezone, scheduled emails and reminders automatically use the new timezone going forward.