Settings
My Account Settings - Set up your account
All new users need to set up their account in order to get the Salestrekker functioning properly.
Start with adding your photo to your account. This will make it easier to collaborate with your team,
and clients.
As a minimum, you need to add your mobile number, office address and email signature. You can copy paste email signature from your mail app (hint: Gmail copies better than Outlook).
If you have professional accreditations, add them under "Account professional licenses" section. You will be able to merge this information into your documents and emails.
For more information, see our settings video.
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