Notice

My account

Your personal settings. Only you can change these.

Profile Password and login Notifications and workspace

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Password and login

You sign in with your work email.

Change your password: enter your current one, then a new one of at least 10 characters. You stay signed in. Your password is never shown or stored in the CRM.

Your password was changed.

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Sign out

Sign out of the CRM on this device. Do this on any shared computer.

Sign out

Notifications and workspace

Deadline reminders, overdue-task reminders and escalations are required by PFS and always show in the bell. They can't be turned off here.

Notifications

New assignment alerts

A bell alert when a lead or opportunity is assigned to you.

New website lead emails

Full details of each Become a Customer lead, by email. Admin team only.

Morning summary email

A weekday summary of the whole pipeline. Leadership only.

Your role has no optional notifications. Required alerts appear in the bell.

Email sending is still being set up. Until it is on, email choices are saved but nothing is emailed.

Workspace

Default landing page

Where you start after signing in.

Pipeline display

How Pipeline opens. You can still switch on the page.

After adding a lead

Open the new record, or go back to the Leads list.

Your role has no workspace options.

Could not save.

Cancel Save changes

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My account

My account

Profile

Password and login

Current password

New password

Confirm new password

Notifications and workspace