Overview

Update profiles to give your team and your customers easy-to-access contact information with a title and a bio. 
 

Accessing Your Profile

1. Select your name in the top right corner 
2. Select My Profile
3. Click a field to edit that field in your profile details
4. Select the check mark to publish any changes
5. Click the Notifications tab at the top right corner to update your notification preferences

 

Accessing Customer Profiles

1. Add a customer to a MAP
2. Visit the Team section of the MAP
3. Select the profile card of your customer
4. Click to edit text and profile details
5. Select Save to publish any changes

 

Profile Elements

 

Profile Photo

Drag and drop or insert a PNG, GIF, or JPEG to the profile card. Default profile images display initials. Clari recommends updating both your profile photo and the photos of buyers you would like to invite to your MAP before sharing. 👍

Name and Title

Your name will display based on your CRM contact information or the name the admin used to invite you. 
 

Bio

Add a short bio to describe yourself or your role. Bios are displayed to both the buying team and selling team if they select your profile.
 

Email and Phone

Email addresses are locked based on the CRM contact information of the initial invitation or contact information listed from a manual invite. Changes to email addresses have to be made by removing the user and re-inviting them with the correct email address.