Setting up your profile is the first step to unlocking the full potential of your CRM experience. A complete and accurate profile ensures seamless integration with our tools.
Steps to Set Up Your Personal Info:
Step 1 : Accessing Your Profile
Log in to Accountable CRM. From the top navigation bar, click your profile picture in the upper-right corner.
Select Profile from the dropdown option.
You will be redirected to the Profile Settings page, where you can update your personal, licensing, branding, and contact information.
Step 2 : Upload Your Professional Headshot and Company Logo
Professional Headshot – Upload a clear, profile photo that represents your professional brand.
Company Logo – Upload your company's official logo for consistent branding across the CRM.
Step 3 : Complete Your Personal Information
Verify that your personal information is accurate and complete. Enter your first name, last name, email address, phone number, Address, Time zone, Company Name and other required profile details.
Step 4 : Add Your Professional Bio and Online Presence
Enter your valid biography, website, review link and social media URLs in the appropriate fields.
Step 5 :Configure Outgoing Emails
Configure Your Email Signature
Enable the Signature on All Outgoing Messages toggle to automatically add your email signature to the bottom of all emails sent through templates, automations, and marketing campaigns.
Note: If the Signature on Outgoing Messages toggle is turned Off, your email signature will not be automatically added to emails sent through templates, automations, or marketing campaigns.
Add a Compliance
Create a compliance message to automatically update a disclaimer or other required information to your outgoing emails.
Save Your Changes
After completing all the required information and settings, click Save to apply your changes.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support