Last Revised: 11 Sep 2020 Written by Veloxity CRM Time Estimate: About 3 minutes to read. Version 2.0
Jump to the following sections to learn more about using My Profile:
What is My Profile?
My Profile is the record of an individual user in Veloxity CRM.
How can I use My Profile?
Use My Profile to view and update your information:
- View activities
- Add files
- Update your contact information
- Link records
- Update job title
- View username
Where can I find My Profile?
My Profile is found on the Main Menu.
From the Main Menu, click My Profile > My Profile
Navigating My Profile
You are looking at a screenshot of My Profile: