Inside Goliath: an overview of the settings, integrations and profile configurations

This guide explains how to access and manage your profile settings in Goliath. You’ll learn how to upload a profile photo and update key contact details like your phone number and email address. Maintaining an accurate profile helps ensure clear communication and a professional presence across the platform.

What's covered in the video

1. Profile Overview

• Overview of the Profile and Settings section

• Explanation of what can be configured from this area

2. Profile Photo and Basic Information

• Upload a profile photo

• Add personal details such as phone number and email address

• Select your role such as team leader, acquisitions, or dispositions

• Add a website if applicable

3. Service Areas and Experience

• Define serviceable areas where you operate or own properties

• Add years of experience

• Enter number of properties closed

• Specify types of properties you work with

• Indicate whether you work with investors

4. Investor Preferences

• Configure preferred property types

• Define investment criteria and property conditions

• Manage investor-specific profile settings

5. Team Management

• Add members to your team

• Manage team structure and visibility

6. Phone Numbers

• Select and manage phone numbers associated with your account

7. Custom Fields

• Configure custom fields for the Properties page

• Configure custom fields for the Contact Details page

• Use custom fields to support tracking and workflows

8. Integrations

• Connect Goliath to Google

• Connect Goliath to Microsoft

• Connect Goliath to Facebook

• Connect call tools such as CallTools and ReadyMode

• Use Zapier for additional integrations

9. Notification Preferences

• Customize email notifications

• Customize SMS notifications

• Customize in-app notifications

• Control notification preferences by activity type

10. Referral Toolkit

• Download sample referral agreements

• Access referral tools for agents on the Scale plan

• Review materials tied to Goliath-generated leads

11. Billing and Plans

• View your current plan

• Review available credits on your account

• Upgrade your plan if needed

12. Buy Boxes

• Add buy box criteria for preferred properties

• Define property characteristics you are targeting

13. Resetting Walkthrough Tours

• Reset onboarding walkthrough tours

• Revisit guided setup steps if needed

Best practices, tips and tricks

A few best practices

• Use a clear, professional profile photo that represents you well

• Keep your phone number and email address current to avoid missed communication

• Fill out role and experience fields accurately so your profile reflects how you work

Profile setup recommendations

• Complete your profile during initial onboarding before working leads

• Add service areas that match where you actively operate

• Update experience and property types as your business evolves

Team and collaboration

• Add team members as soon as they join to ensure proper access

• Review team settings when roles or responsibilities change

• Confirm phone numbers and assignments are correct for each team member

Integrations and notifications

• Connect core integrations early to avoid manual work

• Customize notification preferences so you only receive what matters

• Test integrations after setup to confirm data is flowing correctly

Ongoing maintenance

• Review profile and settings quarterly for accuracy

• Update buy boxes and preferences when strategy shifts

• Reset walkthroughs if you need a refresher on new features