My Profile Overview

This article will help you understand each tab of information within My Profile.

Info Tab

• Upload a Profile Image

  • Click the Pencil Icon to upload an image.

  • This will be displayed on the Landing Page Themes.

• Full Name

  • First and Last Name.

• Email Address

  • This will be displayed on the Landing Page Themes.

• Phone

  • This will be displayed on the Landing Page Themes.

• Company

  • If you are part of a specific company, choose it here. Depending on your company affiliation, you may gain access to brand-proprietary content. If you do not see your company listed, you can select "other" and type in the name of your entity.

• Choose Time Zone

  • Ensure that is correct, as it can affect when Business Hours in Settings allows scheduled texts and emails to be sent from crmgrow to recipients.

Signature

• Choose from one of four formatted options for your outbound email signature.

• By default, the signature will land on all outbound email communications.

  • *Note: you will NOT see the signature displayed in email communications on contact records or pipeline deal cards.

Security

• Reset your crmgrow password while you are logged in.

• Review Google Security information.

Team

• If you have added a sub-profile to your account, you will find sub-account information here.

Subscription

• Review the total length of the material uploaded, contacts added, and video time recorded.

• The column of the plan you are currently on is outlined in blue.

• You can scroll down to see all plan features per tier.

Billing

• Update your payment method here.

• Check your upcoming statement date and amount.

• Double-check the subscription status of your current plan for the system.

Invoices (Billing Tab)

• Review past invoice dates and download past invoices here.