Allowed roles: Directors
Steps to follow:
1 - Click on the user's name located on the upper left hand side of the screen.
2 - Click on in the drop-down menu.
3 - Edit the account information in the "General" section.
- Contact Activix technical support for the "Phone system", "IVR" and "Modules & Options" sections.
4 - Edit business hours, general options, sales board options, lead xpress options and next up options in the "Preferences" section.
5 - Save.