Key Reminder: For the best experience, using Chrome or Safari as your web browser is recommended.
Specifically, this lesson covers how to access and modify both your business and personal profile settings through the 'Settings' option at the bottom of the main navigation menu.
Key Terminology:
Business Profile Settings: These settings are dedicated to your business's details, helping you customize how your business information is displayed and managed within the CRM.
My Profile Settings: This area is for personalizing your individual profile, including contact details and preferences within the Notary Success CRM system.
By following these steps, you'll be well on your way to customizing your Notary Success CRM to better suit your business and personal needs, ensuring that you have a solid foundation to grow your notary business efficiently and effectively.