Changes to the company representatives name and phone number that appear on the customer proposal and email can be made in the My Profile section of the Navigation menu.
Follow these steps:
1) Scroll to the More section of the navigation menu.
2) Select My Profile
3) All of the displayed fields EXCEPT the email address can be changed. Contact your Customer Success Specialist if the email needs to be changed.
4) Tap Save before exiting the view. All new proposals will display the new user information.