How to Setup Your "My Record" Profile

Applies to: R4 Version

*** It is important to make sure that your My Record profile is updated with your information since this is your identity as a user in the SalesNexus database, and your contact name and email address, will be used as the sender profile in email campaigns that you will be scheduling to contact records. ***

1. Click on the X menu icon at the upper left hand corner

2. Choose "My Record" from the dropdown option.

3. In the next page, your My Record should be displayed just like a normal contact record. You should then be able to enter or edit your My Record to reflect your information appropriately.