YOUR 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.
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)
Click here to learn more about setting up your profile ➡️
Learn how to set up a Google account in your CRM!
SIGN IN TO GOOGLE
Click on the sign-in tab to connect your Google account. Enter your username and password and you will be redirected to the CRM.
Click here to learn more about Google Account Integration.