Insight CRM allows businesses to manage profiles effortlessly, ensuring accurate and up-to-date customer data. Users can update details, track interactions, and customize settings for a seamless experience. This enhances customer engagement, improves decision-making, and drives business success.

 

• Log in to the Admin and access the Dashboard from the Admin Panel.
• Navigate to Manage Profile from the left menu a window will appear.
• Fill in the required details:
  • • Name: Enter the desired name.
    • Email: Input the email address.
    • Facebook Link: Provide the Facebook link.
    • Twitter Link: Provide the Twitter link.
    • LinkedIn Link: Enter the LinkedIn link.
    • A Short Title about yourself: Enter a short description of yourself.
    • Skills: Provide information about your skills.
    • Biography: Enter the biography-related information.
    • Photo: Click the Drag & Drop or Browse button to upload the photograph.

• Click the Update Profile button to save the provided information.
  • • Current Password: Type the current password.
    • New Password: Enter the new password.
    • Confirm Password: Type the confirmation password.
• Click the Update Password to save the provided information.

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