Follow the steps below to update your Name, Phone Number, Email Address, and more. Keep in mind, if you are the consultant presenting a proposal, this information will be visible to your customer on a Presented Proposal.

Step 1: Go to the Office

Step 2: In the top right corner, click "My Profile"

Step 3: Here you will find the fields you can edit including your name, phone number, email address, and more.

Step 4: Any changes you make to this page, remember to click SAVE at the bottom.