How to Update Profile

To be able to Update Profile,

  1. Click on the head logo on the top right corner

profile-logo

2. Select on My Profile.

my-profile

3. Go to My Settings.

my-profile-settings

4. Fill out your details in Contact Information section.

contact-profile

5. You also the option to enable/disable Email and SMS notification once a new lead visits/login to your website.

email-sms-profile

6. You can customize your Email Header/Footer as default.

email-settings-profile

7. You also have the option to integrate your gmail in iMAX CRM by provide details in Gmail Settings.

8. Other sections can be field out if necessary.

Click Save by selecting the orange checkmark on the top right corner.