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Set Up My Profile

Set Up My Profile

Set up your profile, sync email & calendar, connect Zoom, and update availability for a seamless workflow.

Champ avatar
Written by Champ
Updated over 3 weeks ago

Pre-Requisites

Before setting up your profile, ensure you have the following ready:

✔ Profile Picture – A high-quality image for personalization. ✔ Calendar & Email Accounts – Credentials for syncing. ✔ Zoom or Video Conferencing Account – If using for meetings. ✔ Preferred Time Zone & Availability – To schedule meetings effectively.

How to Set Up "My Profile"

😎 Access Your Profile Settings

  1. Navigate to Settings and click on "My Profile".

  2. Ensure your name and contact details are accurate.

  3. Add or update your profile picture for personalization.

🏛️ Configure Profile Preferences

  1. Set a default calendar to organize your schedule efficiently (optional).

  2. Choose your preferred platform language or keep it set to English.

  3. Create a personal email signature for outgoing messages (optional).

  4. Click "Update Profile" to save changes.

📧 Email Integration for 2-Way Sync

  1. Click Connect Email to enable 2-Way Email Sync.

    • This ensures all emails received are visible in the Conversations Tab.

  2. Select your email provider and click "Connect".

  3. Authorize Lead Connector permissions for seamless integration.

📅 Calendar Integration

  1. Navigate to "Calendar Settings" and click "Add New".

  2. Connect your preferred calendar to sync appointments and availability.

📹 Video Conferencing Setup

  1. Click "Video Conferencing Settings".

  2. Add or update your video conferencing preferences.

  3. Connect your Zoom account for integrated video meetings.

🕒 Setting User Availability

  1. Scroll to "User Availability" and set your:

  • Preferred availability hours.

  • Time zone settings.

  1. Click "Update Availability" to save changes.

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