How to update your profile details in CRM?

To update your profile details in ToolsonCloud CRM, follow these steps.

  1. Login to your CRM account.
  2. On the top navbar, locate the profile icon on the top right corner.
  3. Clicking the profile icon will show you a dropdown. Click on the first dropdown link displaying your Name and Email Id.
  4. You will be navigated to your Profile Details page.
  5. Click on the pencil icon in order to edit the details.
  6. You can update your profile details in the "Update Profile" dialog box
  7. Update the details such as Name and Job Title and then click on "Update" button in order to save the changes.
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