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.

  1. Your details (title, birthday, mobile etc.).
  2. Your profile picture.
  3. Your email signature (for emails, quotes etc. sent from CRM).
  4. Your actual e-signature (for a quote and purchase & order signing).
  5. Notifications you would like to receive from your CRM.

Watch Youtube Video (3:22)

 

Or view on Google Slides.