Profile Set up

Last updated: April 23, 2025

Profile Set up

Set up your profile and contact details to show up correctly on your quotes.

Setting up your Profile

1. Access Profile Settings: Click on your profile icon in the top-right corner and select “Profile Settings.”

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2. Enter Details: Fill in your personal information, such as your name, contact details, Job Title, and Phone Number.

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3. Save Changes: Click “Save” to update your profile.