Select Profile on the left menu pane. From the drop-down menu, click Edit Profile. You are then brought to My Profile page. At the top-right corner of your profile, click on the
icon to edit your profile.
The categories highlighted in red (image above), indicates what an agent can edit.
Account
Username: Create a unique username to use to sign in to the CRM. Any username taken will be highlighted in red.
Email: The CRM will send out upcoming notifications to the email provided.
Profile picture: Uploading a profile picture helps personalize your account.
Settings
Dashboard Auto-Refresh: If turned on, the Dashboard auto-refreshes within a certain timed interval. By default, 1 minute and then 5, 10, 15 and 30 minutes.
Personal
Name: Personalize your account by adding your name.
Phone Number: Add your phone number for better contact information.
Gender: You have four to select. Male, female, both and undefined.
Password: If you are not satisfied with your password, you can create a new one with this option.