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User Profile
Your Profile
The Profile section empowers you to personalize and manage your individual account preferences. Within this segment, you can adjust your profile details, modify or alter your password, determine your availability status, create a personalized email signature, supervise integrations with other platforms, and designate your primary calendar for improved organization and convenience.
NOTE: Your access to certain components may vary based on your user permissions.
Personal Information
Upload your profile picture and update your personal contact details, including your first and last name, email, phone, and extension (if applicable).
Change/Update Password
Revise or update your account password by entering your current password in the Existing Password field. Then, input your new password in the Password field and confirm it by entering it again in the Confirm Password field. Click the green Update Password button to confirm your changes.
User Availability
Define your personal availability and choose a meeting location for your calendar invites.
Meeting Location - Set your default meeting location, be it a virtual Zoom meeting or a physical address.
Time Zone - Adjust your time zone according to your business preferences by selecting the desired time zone from the dropdown menu.
Available Hours - Indicate the days and times you are available, such as your daily office hours.
(Refer to the "calendars" section for guidance on setting up calendars)
Email Signature
Establish a custom email signature for messages sent from your user account when communicating with leads and customers within the CRM.
Integrations
Connect Zoom for virtual meetings or sync your calendars for bookings using Outlook Calendar in this section.
(Explore the "integrations" tab in this settings area for additional integrations)
Calendar Configuration
Manage calendar conflicts and select the "Primary" calendar for scheduling.
(To control calendars in this section, integrate your Google account. Find instructions in the "integrations" section for setting up your Google accounts)
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