- Quick Start
- Set up your Team
- Custom Fields
- Sales Pipeline
- Task Management
- Client Management
- What is an ‘entity’?
- Manage Entity
- Lead Scoring
- Campaign Management
- Deals Management
- System Settings
How to set up your User Profile?
1. Set up your User Profile by going to the Admin Panel and clicking ‘My Profile’ under the System settings.
2. Fill out all the required fields.
3. You can upload any documentation related to your user profile by clicking the ‘Documentation’ tab.
4. You can also upload/change your user profile picture. Click the ‘arrow up’ icon and a pop-up window will appear to enable you to upload your profile picture in the formats of PNG, JPG, JPEG
5. Click ‘Use This’ to set the image as your display picture.
6. Click the ‘Save’ button once done.