Account Settings

All settings related to your profile.

Steps

In the web app you can find your settings here or follow these steps:

1. Click on your user name at the bottom left of the page.

2. Select Account Settings.

Available Settings

• Profile: Photo, Name, Email, Phone, Change Password, Timezone

• Manage Tags

• Email Signature

• Connected Accounts: Outlook, Google accounts management

• Email Templates

• Notification Reminder Settings: for deal's critical dates and contact birthday and anniversary dates