Create Salesperson Profile

Modified on Wed, 28 Feb 2024 at 09:54 AM


Why the Salesperson Should Set Up a Profile




A salesperson's profile is visible to recipients of pitches.
Setting a profile lets the buyer know more about the salesperson.
We strongly suggest setting up a profile that establishes the credibility of the salesperson, as well as the seller organization.




How the Salesperson Can Set Up their Profile





Click Profile.
You can now add your profile information.
Select a Department from the dropdown.
In case your department is not shown, contact the admin to set it up for you.
Select a designation.
Again, if your designation is not shown, contact the admin to set it up for you.
Enter other details such as phone number and mobile number.
Add a LinkedIn profile that the viewer can visit to learn more about you.
You should add a short bio to showcase your expertise in your domain.

Click the image icon to upload your profile image.

Click "Select from Device".
Drag and drop your image from your computer into the drop area.
You can position and zoom the image to your liking.
Click "Use this Image".

Click Save Changes to save all data.

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