Overview
The My Account section is your personal hub for managing your identity and preferences within SalesExec. It allows you to control everything from your basic contact information and password to your email signature and which system notifications you want to receive, ensuring your account is tailored to your way of working.
Key Functionalities
Profile Management: Update your display name, contact information, profile photo, and time zone.
Security: Change your account password.
Communication Tools: Create a personal email signature and quickly access the email template library. Record or upload pre-recorded voicemail drops and voicemail greetings.
Document Library: Upload and manage your personal document repository.
Notification Center: Control which system alerts (e.g., New Lead, Missed Appointment) you receive and how.
Integration Status: Activate or deactivate phone, email, or other integrations (if enabled by an administrator).
How to Access and Use My Account
Step 1: Access My Account
Click the down arrow Λ next to your username in the top navigation bar.
Select My Account from the dropdown menu.
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Step 2: Update Your User Profile
In the User Profile section, you can edit:
Profile Picture: Click Browse... to upload a new photo.
Display Name, Email, Phone Number, Address, and Password.
First Name, Last Name, Fax, and Time Zone.
Click Save Changes at the bottom of the page to confirm any updates.
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Step 3: Change Your Password
In the User Profile section, locate the Change Password field.
Enter your new password.
You must also enter your Current Password to authorize the change.
Click Save Changes.
Step 4: Configure Other Settings
Navigate using the menu on the left to access other features:
Integrations: Toggle your available integrations to Active or Inactive.
Email Signature: Create and manage your personal signature for outgoing emails.
Document Library: Upload, view, and manage your personal documents.
Email Templates: View all email templates available to you.
Voice Recordings: Record or upload voicemail greetings for missed incoming calls, and voicemail drops for outgoing calls.
Notification Preferences: Manage your various system notifications.
Important: Remember to click Save Changes after updating any information in the User Profile section. Changes in other sections (like Email Signature) may have their own save buttons.
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Best Practices
Keep your profile current: Ensure your phone number and email address are up-to-date to avoid missing important communications.
Use a professional email signature: Create a clear and informative signature to build trust in your customer communications.
Organize your Document Library: Use folders or clear naming conventions to keep your frequently used documents easy to find.
Set up relevant voicemail greetings and drops: Ensure you set up a relevant voicemail greeting for when you are unavailable to receive incoming calls, and create an appropriate library of pre-recorded messages to trigger upon hitting a customer's voicemail inbox to ensure faster, easy turnaround during proactive outbound efforts.
Customize your notifications: Refine your notification preferences to avoid alert fatigue and focus on the most important updates.
Secure your account: Change your password periodically and never share your credentials.
Troubleshooting
Changes to my profile are not saving
Ensure you have clicked the Save Changes button at the bottom of the User Profile section.
Verify you have entered your current password correctly if you are attempting to change your password.I cannot see the Phone Integration toggle
This option only appears after an administrator has configured phone integration for your organization. Contact your system admin if you believe it should be available.My new email signature is not appearing in sent emails
Ensure you have clicked the save or update button within the Email Signature section itself.
Verify you are selecting the correct signature when composing an email.I do not have permission to access certain features
Some options, like specific email templates or integration settings, may be controlled by your User Role. Contact your administrator if you need access.