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Setting Up Your Profile

  1. Login to your Clientforce account.
  2. Once you login to your account, you will be prompted to set up your profile. To do this, you will need to fill out 3 sections: Personal Details, Business Details and Email Accounts.

3. To set up your personal Details, select ‘Personal Details’.

4. To add a profile photo, simply click on the ‘Choose Photo’ button.

5. After selecting your profile photo, add your phone number.

6. Once these have been filled, Click ‘Continue’ button.

7. The next step will be to add your Business details. To do this, simply fill in the correct information about your business i.e Your Business name, Industry and Your Role.

8. Click ‘Continue’ button.

9. The final step will be to set up your email account. Clientforce allows you to add Gmail, Outlook 365, Exchange and other email service providers. In this case, we will use Gmail. To add your Gmail account, Select the Gmail option.

10. Click ‘Continue’ button.

Updated on January 5, 2021

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