Set Up Your Personal Profile

Personalize your experience by completing your individual profile. Upload a professional photo and add details that will help your team and clients connect with you.


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 

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