My Profile

Profile

My Profile

Here’s an overview of your account profile. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. 

The profile you will see here is the profile for who is logged in. To view the profile of your team or staff members, you must view/edit in the My Staff section.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Personal Information

Upload your profile photo and change your personal contact information.

Change/Update Password

You can change or update your account password here.

User Availability

Set your personal availability and set a meeting location for your calendar invites.

(See "calendars" for a guide on how to set up calendars)

Email Signature

Set a custom email signature for emails sent by your user account when contacting leads and customers from within the CRM.

Integrations

Where you will see and control some specific integrations like Zoom.

(For more integrations, see the "integrations" tab in this settings area)

Calendar Configuration

Control calendar conflicts and which calendar you want to be the "Primary" calendar for scheduling.

(You will need to integrate your Google account to control calendars in this section. See "integrations" to set up your Google accounts)