Set Up Your Profile
Instructions on How to Set Up Your Isum360 Profile Information.
Last Update 4 months ago
Add your profile photo, contact info, logo and more!
Be sure to pause this video and complete each item as needed in the previous tab, and then continue watching this video as needed!
1. Login to your CRM
2. Go to My Accounts and Manage Business
*Add Business Name, Business Logo and Click Save Business Button
3. Go to My Account / Manage Office Locations
3a. Click on Add New
3b. Fill out All the fields except Google Map Embed code and Click Save Location
4. Go to Profile
6. Add your Tagline
7. Ad About Me Bio
8. Click Edit Profile
10. Add your phone number , make sure to add “+1” to front of number with no dashed between number for example +13053451234
usually Primary Number and Mobile Number are the same!
11. Add Title, Accreditation and Personal Website
12. Changes Isum360 Login Password if needed , Warning make sure to save info before applying this option
13. Social Media – Connect your social media accounts
14. Select Service Level and User Type
15. Click Save User – to save information
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