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How to Update Your Personal Information - Lightning

* The following instructions apply to System Administrators only *
The Personal Information section of the CRM stores all your information including your name, email, phone numbers, contact information, and user signature information (Example: Sincerely, Kay).
To Edit Your Personal Information in Lightning:
  1. Click on The Avatar Circle in the top right corner of the screen.
  2. Click on Settings.
  3. Click on Advanced User Details under my personal information on the left-hand side
  4. Click the Edit button.
  5. Make any changes to your information as needed.
  6. Click the Save button.
Watch the video below to learn how to update your personal information in Lightning:


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