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.