Open the My Account settings
To set-up your account settings and configuration, follow these steps:
From the lower section of your Acteol CRM modules menu panel, click your username icon.
📌Note: If the modules menu panel is open, by your username click the open user menu icon instead of directly clicking your username icon.
Click My Account.
Manage the My Account settings
Personal Information
From the personal information settings in My Account, you can manage your profile details, avatar, and password. Here is what you can update:
First name.
Last name.
Display name.
Title.
Date of birth.
Gender.
Mobile number.
Once you add your updates, click Save Changes.
Communication
You can share by default any new campaign you will be creating while it's on draft.
To share your campaigns, follow the below steps:
From the Share your campaigns dropdown:
Type, then select your colleague's username.
Select all your colleagues at once by selecting the relevant group name.
Click Save preferences.
Settings and Configuration
KPI Settings
The KPI Settings area allows you to customise which key performance indicators (KPIs) are displayed across your dashboards and modules. This ensures that users focus on the most relevant data for their role and objectives.
KPI Display Settings
This section lets you choose which modules will display KPIs and configure them individually. This depends on the modules that you have available for your user.
How to configure
Select the checkbox next to a module to activate KPI display.
Click the Configure button for the chosen module.
Choose the KPIs you want to display for that module.
If you want to add the selected KPI to your Home page, click Pin to Home.
If you want to add the selected KPI to your Home page, click Pin to module.
Your updates save automatically, once you finish close the popup.
Chart KPI Settings
This section controls which KPIs appear as additional charts in your home page and where they are displayed.
To add the chart KPI settings, follow the steps below:
Review the list of available KPIs (e.g., Date of Birth, Email, First Name, Gender, etc.).
For each KPI:
Tick Pin to Home to show it on the home dashboard.
Tick Pin to Module to show it inside the module view.
Social Review KPI Settings
This section is dedicated to KPIs related to social and review platforms.
Available KPIs
Facebook Score.
Google Score.
DMN Score.
How to configure
Select the KPIs you want to track.
Choose where to display them:
Pin to Home for dashboard visibility.
Pin to Module for module-specific insights.
Number of days
This section is helps you to choose the default time period of the KPI for each module, or apply a specific period to all modules at once. Here is what you can do:
Set up a default time period: You can choose a default time period that will apply for all modules:
The default time period is set to 30 days, but you can update it.
Once you modify the time period, click Apply for all modules.
Set up a specific time period depending on the module: You can choose specific time periods that will apply for specific modules:
By the relevant module, select the time period drop down menu.
Select the relevant new time period.