WPCRM Online Help Center

Update my personal information

Update my personal information

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Update my personal information

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1.Click the Settings tab. The Settings screen will display.

2.Click the General settings option from the left-side navigation bar.

3.Click My Info from the General settings options. The My Info edit screen will display.

 
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4.Update as needed.

a.You can also add Key Accounts and Key Vendors in the My Info section. Highlighting Key Accounts and Key Vendors makes it easier to keep up with the strategic goals associated with them, and allows you to use them in dashboards as well.

5.Click the Save button at top of the edit screen to save updates.