Related Articles
Do I have to change my CRM password if I change my Google Password?
No. You do not have to change your CRM password if you change your Google Password.
Reset Password
Users with any role can reset their password individually by clicking on the Forgot Password link in the CRM log in page. To reset password In the CRM - Signin page, click Forgot Password. The system redirects you to the Accounts page. In ...
Change Preferences
You can specify the Date format, Newsletter subscriptions and Browser connection according to your preference in Account Preferences page. To change preferences Click on your login name and then click My Account. In the Accounts page, under Home tab, ...
Change Language
Based on the country locale, you can mention the language for your account. Also, choose between 12 hr time format and 24 hr time format in the CRM account. The date format is automatically updated with the country locale that you select. The ...
Change the User Role
To change the user role: Click on the "Settings". In the "Agents" section, hover over the user you wish to edit and click on the "pencil icon" to edit. Or click the Agent’s name and from their page, click Edit at the top right corner. Select your ...