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Where can I set up my name, email ID, and phone number?

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Follow these steps to set up your information in the CRM:
  1. Click your display picture located on the top right corner of the screen.
  2. Select My Preferences.
  3. Click the Edit icon.
  4. Go to the Employee information block.
  5. Enter your details - name, title, email ID, and phone number.
  6. Click Save.
 
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