Configuring your Profile.
Setting up your profile is the first thing you should do in your CRM.
In your profile, it is possible to configure the following.
- Your details (title, birthday, mobile etc.).
- Your profile picture.
- Your email signature (for emails, quotes etc. sent from CRM).
- Your actual e-signature (for a quote and purchase & order signing).
- Notifications you would like to receive from your CRM.
Watch Youtube Video (3:22)
Or view on Google Slides.