iList CRM (ConvoHost) - Profiles Setup
Setting up your business and personal profile
The first thing you need to do is complete your profile - both personal and business as much of this information will be pre-populated into your marketing, websites, etc.
From the left hand side at bottom - click on Settings
Click and complete Business Profile
Click and complete My Profile
It is important to complete profiles fully as this information will be used in emails, websites and phone/ SMS settings.
The first thing you need to do is complete your profile - both personal and business as much of this information will be pre-populated into your marketing, websites, etc.
From the left hand side at bottom - click on Settings
Click and complete Business Profile
Click and complete My Profile
It is important to complete profiles fully as this information will be used in emails, websites and phone/ SMS settings.
Updated on: 04/12/2024