Here is a guide for managing Profile Settings in Movermate CRM, specifically for updating personal information such as name, email, phone number, username, and password.
Access Profile Details
Log in to your Movermate CRM account.
In the Settings section on the left sidebar, click on Profile Details under the General settings.
Edit Your Personal Information
To edit your personal details:
First Name: Enter your first name in the respective field.
Last Name: Enter your last name.
Email Address: Update your email address (this will be used for notifications and communications).
Phone Number: Add or update your phone number.
Username: Enter your preferred username.
Password: To change your password, type the new password in the New Password field, and confirm it in the Confirm Password field.
Save Changes
Once you've made all necessary changes, click the Update button to save your updated profile information.
Notes:
Profile Updates: All changes will be reflected in your account immediately.
Password Change: Ensure that you remember your new password, as it will be required for login.
If you want to return to the previous view or reset any fields, simply click the Cancel button.