You can update your personal details anytime to keep your account accurate and secure.
1. Go to “Account”
Use the top navigation menu to open your account settings.
2. Update your information
You can edit:
- Your name
- Email address
- Phone number (if applicable)
- Any profile details your setup supports
3. Save your changes
Click Update Account to apply the changes.
Why this matters
Keeping your account information current ensures:
- You receive important notifications
- Your profile stays accurate
- Your CRM remains personalized to you