Overview
The
Personal Settings section contains links to
tools that enable you to edit your user account, change your login
password and customize your Salesboom.com tabs.
Change My Password
- Click the Change My Password link. This will
take you to the Change Password page.
- Enter your old password in the Current Password
field.
- Enter your new password in the Password field
and Confirm Password field. Your password is
case sensitive and must be at least 5 characters long. You cannot
use your username as a password nor can your password contain
your username.
- Click the Save button to save your new password.
Click the Cancel button to cancel your password
changes. You will then be taken back to the Control
Panel page.
Customize Currency Display
- Click the Customize Currency Display link.
This will take you to the Customize Currency
page.
- Select your currency from the dropdown menu.
- Otherwise enter your own currency using the space provided
below.
- Click on Update Currency to apply changes
to all forecasts.
Edit My User Information
- Click the Edit My User Information link to
view your account information. This will take you to your Personal
Information page.
- Click either on the Edit buttons located
above and below the user information. This will take you to
the User Edit page. (Click the Change
Password button to change your login password, as described
in steps 2-4 of Change My Password.)
- You can now make changes to your User Details
and Address Details.
- Click the Save button to save any changes
you have made. Click the Cancel button to cancel
any changes you have made.
Recorder
My Tabs Click the
Recorder My Tabs link.
This will take you to the
Customize Tabs page.
From this page you can customize how your tabs, buttons and sidebar
are displayed.
Customize Buttons:
Links to tools that are commonly used by all user types; CRM,
SFA or others; are displayed in the form of buttons located along
the upper-middle part of your Salesboom.com window.
- To change the order in which the buttons appear, use the
icons.
- The Status of each tab signifies whether
the tab is currently being displayed or not. If the status is
On, the button can be seen. If the status is Off,
the button is currently hidden. Click the On / Off
link to hide or show the button.
Customize Tabs:
All available tabs are listed under the Customize tabs
section.
- To change the order in which the tabs appear, use theicons.
- The Status of each tab signifies whether
the tab is currently being displayed or not. If the status is
On, the tab can be seen. If the status is Off,
the tab is currently hidden. Click the On / Off
link to hide or show the tab.
Customize Sidebar:
All available sidebar panels are listed under the Customize
sidebar section.
- To change the order in which the sidebar panels appear, use
theicons.
You may also use theicons
located on the top right corner of each panel in the sidebar
itself.
- To open or close a sidebar panel, click the On / Off
status link. You may also click the x icon located on the top
right corner of each panel in the sidebar to close the panel.
- All closed panels are listed at the bottom of the sidebar
in the More Panels... section. Click the +
icon to view the list of closed panels, if any.
- To restore a closed panel, click the Add Panel
link.
Select
a Theme
- Click the Select a Theme link to change the
current theme. This will take you to Select a Theme
page.
- Choose either Salesboom Default Theme (current)
or the Accessibility Theme by clicking on Use
this Theme link.
Share
My Calendar
- Click the Share My Calendar link to share
your own calendar. This will take you to Share Calendar
page.
- Click on Share my Calendar to choose your
calendar. And from the drop down menu you can choose the appropriate
option.
- Click the Save button to save any changes
you have made. Click the Cancel button to cancel
any changes you have made.
Calling
Preferences
- Click the Calling Preferences link to choose
the method in which you would like Salesboom to place your outgoing
calls. This will take you to Calling Preferences
page.
- Click the Save button to save any changes
you have made. Click the Cancel button to cancel
any changes you have made.
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