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Carrot CRM – My Account

johnpatrick   Written by johnpatrick    Last updated on

Introduction

Add your personal information to your profile including your photo and contact information. It’s important to have at least your name in your account so we can easily see who we’re talking to when you open up a support chat ticket.

Edit your profile

  1. Click the Profile Icon above your profile picture
  2. Select My Settings. This will take you to My Account.
  3. Click Edit. You can select any image for your profile, however for the best results use an image that is circular or square in shape, a rectangular image will look distorted.
  4. Enter your name and contact information in the provided fields.
  5. Click Save