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Where to find it

  1. Click on your name in the lower left hand corner
  2. Click on Settings
  3. Once in Settings, you will land on your User Profile under My Account
Account Settings 1 Pn

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**Account Setting Options **

  1. Set-up your User Profile
    1. Upload a picture
    2. Enter your first and last name
    3. Enter your phone number
    4. Select your timezone
    5. Click save
  2. Set-up your User integrations
    1. Use the prompts to connect your Google calendar and email
    2. Add your Zoom conferencing (if applicable)
    3. Integrade with Reevo Bot for Slack to interact with AskReevo Copilot for things like receiving deal alerts and important team notifications directly in your channels.
  3. Set up Dialer a built-in calling tool that lets you place, track, and manage calls directly from the CRM. Refer to this article for additional guidance.
  4. Notifications: Configure how you receive notifications for different activities in Reevo.

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FAQs

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Can I update my email or calendar provider after the initial setup?

Yes. You can disconnect and reconnect any integration from the Integrations section in your profile settings.

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Why is my meeting time showing incorrectly?

Make sure your Time Zone is correctly set in your profile. This affects how meetings and calls are displayed across Reevo.

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What permissions does Reevo need for calendar and email integrations?

Reevo requires permission to view your calendar, create events, send emails, and track replies. These are used solely for the purpose of syncing meetings and enabling outreach workflows.

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Can I have multiple phone numbers configured for the dialer?

No. Each user can only have one primary number connected to their dialer at a time.
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