Set Up Your Personal Profile

Navigate to - Settings > My Profile

• Personal Data

  • Name and email 

• Change Password

• Signature

  • Copy/Paste signature, choose when it’s used.

• User Availability

  • Time Zone and Meeting Location

• Available Hours

  • Select dates and times for meetings 

• Integration

  • Connect calendar

  • Connect Zoom

• Email (2-way sync)

  • Connect Gmail or Outlook

• Calendar Configuration

• Auto Bcc Sync

  • Select to keep a copy of your emails in your Topline CRM