To set-up your account settings and configuration, follow these steps:
From the upper section of your Acteol CRM, click your username
icon.Navigate to General Settings, then click My Account.
General settings
Preferred Language.
Cookie Preferences.
Time Zone.
Manage email access while away.
Check this box to manage your email access while you're away.
KPI Settings
You can tailor the settings of your KPI details, you can update the display settings, the chart KPI settings, social review KPI settings or number of days for your KPIs.
To add any KPI to your display, click Configure by the relevant module name.
By the module's KPIs select the relevant option
Pin to Home.
Pin to module.
Automated Home Dashboard
Click Add New Dashboard.
From the displayed pop-up, add the details of your new dashboard:
From the Set Dashboard by dropdown, select.
Users: Choose this if you want to select specific users.
Group: Choose this if you want to select specific group of users.
Name: The name of your new dashboard.
Users: From the users dropdown, select which users will be able to see the new dashboard.
Start date: The start date of the creation of your dashboard.
Subject Line.
Content.
Recurrence:
days.
Recur Interval (day(s)).
Run(s) at.
Exclude weekends.
Click Save.