My Profile Overview

My Profile section offers a range of customization options to help you manage your personal account settings effectively. Here, you can update your profile details, change your password, set availability, create an email signature, manage integrations, and configure your primary calendar for better organization.

Note: Access to certain components may vary based on your user permissions.

Personal Information

You can personalize your profile by uploading a profile picture and updating your contact information, including your first name, last name, email, phone number, and extension (if applicable).

Change/Update Password

To update your account password, enter your current password in the Existing Password field, then type your new password in the Password field and confirm it by typing it again in the Confirm Password field. Click the green Update Password button to save your changes.

User Availability

Set your availability and meeting location preferences:

• Meeting Location: Set your default meeting location, such as a virtual meeting link or physical address.

• Time Zone: Select your preferred time zone from the dropdown menu.

• Available Hours: Define your available hours, such as daily office hours, to manage your scheduling more effectively.

Refer to the "Calendars" guide for detailed instructions on setting up your calendar.

Email Signature

Create a custom email signature that will automatically be included in the emails sent from your user account within the CRM.

Integrations

Connect external tools like Zoom for virtual meetings or Outlook Calendar to sync your schedules for more efficient bookings.

For more integration options, refer to the "Integrations" tab in this settings area.

Calendar Configuration

Manage potential calendar conflicts and designate which calendar should serve as your "Primary" calendar for scheduling purposes.

To control your calendars, you will need to integrate your Google account. See "Integrations" for setting up your Google accounts.

This guide provides an overview of managing your profile settings within the CRM. Adjust these settings as needed to personalize your experience and optimize your workflow.