⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.
If you need help, consider our Migration Training and Full Service Migration packages.
Applies to: R4 Version
*** It is important to make sure that your My Record profile is updated with your information since this is your identity as a user in the SalesNexus database, and your contact name and email address, will be used as the sender profile in email campaigns that you will be scheduling to contact records. ***
1. Click on the X menu icon at the upper left hand corner
2. Choose "My Record" from the dropdown option.
3. In the next page, your My Record should be displayed just like a normal contact record. You should then be able to enter or edit your My Record to reflect your information appropriately.
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