How to update my Profile Info?

To update your company information, go to your Profile page under Settings and add your company name and address.
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You can also fill in the phone numbers as well as the company email addresses if you intend to use them as a from email address on the emails you will be sending to your clients.
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Note: Please don't remove CSR and producer email address merge tags which are already added to your profile as these will be used later on when we set up your first workflow.

 

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