This guide walks you through setting up your user profile. We'll cover verifying your personal details, creating an email signature, choosing meeting locations for your calendar (including Zoom, Google Meet, a physical address, or phone number), updating your availability and time slots, integrating Outlook (optional), syncing your email account, customizing your password (optional), and configuring your calendar.

Following these steps will help you communicate effectively and schedule appointments smoothly within the CRM.

Feature Key Points:

• The guide covers setting up your user profile, including verifying personal details, creating an email signature, choosing meeting locations for your calendar, updating your availability and time slots, integrating or connecting Outlook (optional), enabling email synchronisation, customising your password (optional), and configuring your calendar.

• The guide provides step-by-step instructions for each task, such as connecting Zoom or Google Meet for meeting locations and adjusting your available times for accurate appointment scheduling.

Feature Key Benefits:

• Personalisation: Setting up your user profile lets you customise your experience within the CRM.

• Professional Communication: Creating an email signature adds a professional touch to your communications.

• Efficient Meeting Management: Choosing meeting locations and configuring your calendar streamline scheduling and conducting meetings.

• Outlook Integration: Connecting Outlook with the CRM enables seamless integration of calendar events and scheduling.

• Email Synchronisation: Syncing your email account with the CRM allows incoming and outgoing emails to sync automatically, improving communication efficiency.