Managing Your Personal Account: Profile Settings

Your CRM’s Profile section offers various options for personalizing your account settings. You can update your personal details, change passwords, adjust availability, design your email signature, manage tool integrations, and set up your primary calendar to stay organized efficiently.

Note: Access to some settings may be restricted based on your permissions.

Personal Details

Personalize your account by adding a profile picture and updating your contact details, such as first name, last name, email, phone number, and any extensions.

Changing Your Password

To update your password, first enter your current password in the "Existing Password" field. Next, input your new password in the "New Password" field, and confirm it by typing it again in the "Confirm Password" field. Press the "Update Password" button to save the changes.

Setting Availability

Configure your availability to streamline your scheduling process:

• Meeting Location: Choose a default location for meetings, whether it's a virtual link or a physical address.

• Time Zone: Select the appropriate time zone from the available options.

• Available Hours: Specify your working hours, such as daily office availability, to better control your schedule.

Refer to the "Calendars" guide for more information on setting up your calendar preferences.

Creating an Email Signature

Set up a custom email signature that will be automatically included in all outgoing emails from your CRM account.

Linking Integrations

Integrate tools such as Zoom for virtual meetings or sync with Outlook Calendar to manage your schedule more efficiently.

For more integration options, go to the "Integrations" section of the settings menu.

Configuring Your Calendar

Manage calendar conflicts and decide which calendar will be designated as your "Primary" calendar for bookings.

To set up your calendars, link your Google account. You can find instructions in the "Integrations" section.

This overview walks you through the process of personalizing your profile settings in the CRM. Update your settings as needed to improve your workflow and experience.