What is the My Settings?
The My Settings is a new section on the CRM that allows consultants to manage their own profile, including updating your name and email and also managing your email settings.
This section has been added to consultants can access their settings, without the need for access to settings itself.
How do I access the My Settings menu?
You can access the My Settings by browsing to the main menu and selecting My Settings, as highlighted below:
What settings can I update on My Settings?
You can update the following settings for your own profile:
- Basic Profile
- Email Settings
Additional Support
For any additional support or queries, please raise a ticket with our Customer Success Team on support@centricflow.co.uk or using the help button on the CRM.