Customizing your Sarbacane Engage user profile is essential for an optimal experience. Learn how to update your personal information and configure your preferences by following the steps below.
To update your personal information, follow these steps:
Access your settings by clicking the corresponding icon.
Select the Profile tab.
You will be redirected to the User tab. Edit or complete the available fields.
You can choose the language of your interface (French or English) for a more suitable use.
In the BCC Emails field, you can add blind copy email addresses for your sequences.
Note: Ensure that you complete all required fields in order to save the information.
At the bottom of the page, customize your preferences by checking or unchecking the following options:
Return-to-Office Contacts: Receive an email when your prospect returns to the office after an automatically detected absence.
Weekly Statistics Report: Receive a weekly summary of your statistics every Monday.
If you wish to change the email address associated with your account, contact our support team via the chat at the bottom right of the application.
Once you have made your changes, do not forget to click Save at the bottom of the page to record your updates.
Updating your personal information in Sarbacane Engage is a way to personalize your experience and your use of the application.