Logging out keeps your account safe, especially on shared or public devices. 1. Click “Account” Open the account menu. 2. Select “Log Out” This immediately ends your session. 3. Close your browser (recommended) Especially important on public computers. Why logging out matters
Your account dashboard gives you a quick overview of your personal settings and CRM status. What you’ll typically see Why it matters Your dashboard is the control center for: It keeps everything in one place so you can manage your CRM easily.
Depending on your setup, you may be able to control what emails you receive. 1. Go to “Account” Open your account settings. 2. Look for “Email Preferences” This may include: 3. Toggle preferences on or off Choose the communication style that works best for you. 4. Save your settings Click Update Preferences.
If you ever need to update your password, the process is quick and secure. 1. Go to “Account” Open your account settings from the top menu. 2. Find the password section You’ll see fields for: 3. Enter your new password Choose something strong and unique. 4. Save your changes Click Update Password. Tip Use a … Read more
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: 3. Save your changes Click Update Account to apply the changes. Why this matters Keeping your account information current ensures: