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Updating Authorized Representative Information in Content Copilot CRM | Content Copilot

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Updating Authorized Representative Information in Content Copilot CRM

Keep your authorized representative's details current in Content Copilot CRM. This guide walks you through updating the representative's name, email, job position, and phone number to maintain accurate business records.

1. Go to settings to adjust your preferences.

1 To commence, click on the element.

2. Next, click the 'Business Profile' to modify details.

3. Locate the 'Authorized Representative' section.

3 Click on "Authorized Representative".

4. Now, update both First and Last Name.

4 Click on "First Name".

5. Enter the appropriate 'Representative Email'.

5 After that, click on "Representative Email".

6. Then, fill out the 'Job Position' entry.

6 Next up, click on "Job Position".

7. Proceed to modify the 'Phone Number' with country code.

7 After that, click on "Phone Number (With Country Code)".

8. Finally, click 'Update Information' to save changes.

8 Now, click on "Update Information".

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