How To Set Up a CRM User Profile

How To Set Up a CRM User Profile

Quick Steps

  1. After logging in to your hyCRM app go to the dropdown menu in the top right of the screen and select "Profile".
  2. Edit the relevant fields including:
    1. Name
    2. Account Email
    3. Send From Email
    4. Phone
    5. Signature
  3. Finally click "Update" to save these fields and your new profile.

Tutorial Guide

In this tutorial, you will learn how to set up a CRM User Profile. Once completed, your agents will be able to send and receive emails and make phone calls through this profile.

Step 1 - Navigate to Profile in hyCRM

Go to your hyCRM app and click "Profile" found in the dropdown menu in the top right of the screen.

 

Step 2 - Edit Information

Edit the relevant fields to your profile including:
  1. Full Name
  2. Account Email - The email you use to login to your Hy.ly account
  3. Send From Email - The email address visible to prospects on emails sent from the CRM
  4. Phone - Your direct line or cell phone that you will use when making calls. (This number will be masked by the properties primary number when making calls)
  5. Signature - Your default signature in emails

 

Note:
Your "Account Email" is the email you use to login to your Hy.ly account. The "Send From Email" is the email address visible on emails sent from the CRM. This can be the same email as your Account Email. Alternatively, the Send From Email could be a shared email address used by all members of the leasing team, for example. 

Regardless of your email preferences, your email/s will need to be verified. To do this, please see this guide.
 


Step 3 - Save your Profile

Click "Update" to save your new profile. 

Now your hyCRM profile is complete!

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