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Editing User Profile Information V2

Editing User Profile Information V2

Emilie avatar
Written by Emilie
Updated today
  1. Navigate to the user’s V2 account

    1. Finding a V2 deal type under a lead already created is an easy way to navigate to V2 for a user.

    2. Click the green View Button

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  1. Navigate to the menu bar in the left-hand corner. /span>

  2. Select Settings tab

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  1. Select Org tab

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  1. Select Users tab

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  1. Then search user's name that needs to be edited

    1. Click on their name populating

  2. Edit their User information to what is desired

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