1-3 User Settings

CRM Training: User Settings

How to change your preferences and password

  1. Click on the gear with your name (top right corner)
  2. Change your preferred settings
  3. To change your password click on “Password” tab
  4. To change email settings go to “User Profile” and scroll down
  5. To change reminders go to “Advanced”
  6. Please click “Save” button to save your changes