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
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
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+
- 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).
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+
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.
