Manage Settings

Account Information:

View and edit your name, phone number, email and profile photo in this first section. 

Map Settings:

Customize the look and feel of your map markers.

You can choose between a "Pin" or "Circle" for your map marker, as well as designate the size of the marker:

Company Logo:

You can change the Logo displayed on the left of the Navigation Menu to match your organization

Automatic Reminders & Visits:

Auto Reminders are are activities that are created as follow ups. If enabled, for every account, after a selected period of no activity a specified activity type will be created.

Auto Visits are automatically created activities after a user has been in a 100 meter radius of an account for 10 minutes.

Custom Fields:

For more information about Custom Fields please refer to the "Custom Fields" article