The Personal Settings section gives every Salesboom user direct control over their account, display preferences, and productivity tools — without requiring IT support or administrator involvement.
A CRM that forces everyone into the same one-size-fits-all interface slows teams down, increases errors, and drives disengagement. Personal Settings solve that.
When every tab is always visible, users navigate through modules irrelevant to their role — wasting seconds on every interaction and increasing the chance of accidental edits in the wrong record type.
Global teams working in a single currency format lose time converting figures in their heads — and risk quoting the wrong amounts when reports don't reflect the currency relevant to their market.
If users can't change their own passwords, every credential update creates an IT support ticket — wasting everyone's time and leaving accounts exposed during the delay.
When team members can't see each other's availability in the CRM, double-bookings and missed handoffs become routine — forcing extra coordination outside the platform.
When calling preferences aren't set up correctly, reps leave the CRM to make calls — breaking the workflow loop and creating call data that never gets logged against the right contact.
A default interface without accessibility options shuts out team members who need higher contrast or screen-reader compatibility — reducing adoption and creating equity gaps within the team.
Follow these simple steps to configure each area of your Salesboom Personal Settings — no IT support required.
Click Change My Password in Personal Settings. Enter your current password, then your new password twice. Remember: minimum 5 characters, case-sensitive, cannot contain your username. Click Save.
Click Customize Currency Display. Select your currency from the dropdown or enter a custom one. Click Update Currency — changes reflect immediately across all your forecasts and reports.
Click Edit My User Information, then click either Edit button. Update your User Details and Address Details as needed. Click Save to confirm, or use Change Password to update credentials from this page.
Click Reorder My Tabs and use the arrow icons to reorder elements. Toggle On/Off to show or hide any tab, button, or sidebar panel. Drag sidebar panels directly from the interface itself.
Click Select a Theme. Choose between the Salesboom Default Theme and the Accessibility Theme — designed for high contrast and screen-reader compatibility. Click Use this Theme to apply instantly.
For calendar: click Share My Calendar → Share my Calendar → select access level → Save. For calling: click Calling Preferences → select your preferred method → Save. Both are active immediately.
Salesboom's interface is fully personalizable. The Reorder My Tabs section lets every user control their workspace independently — with zero impact on teammates.
Buttons are quick-access tools displayed in the upper-middle area of your Salesboom window. Use arrow icons to reorder them, and the On/Off status link to toggle each button's visibility. Buttons set to Off are hidden but never deleted.
Tabs are the primary navigation elements in Salesboom. Reorder them using arrow icons to put your most-used modules first. Use the On/Off status link to hide tabs you rarely access — they can be re-enabled at any time.
The sidebar surfaces key CRM information at a glance. Reorder panels using arrow icons or drag them directly from the top-right corner of each panel. Closed panels are collected in More Panels — click the + icon to restore any.
Salesboom Personal Settings are designed to address what real users experience every day — and give them the control to fix it themselves.
Nobody wants to navigate through modules they never use. Users want their most important tabs front and center, sidebar panels showing what matters to their role, and a visual layout that feels native to how they work.
When currencies are wrong, user profiles are outdated, or calendars are invisible to colleagues, collaborative work breaks down. Teams need a CRM where individual data is kept current and sharing is built-in.
When users can't customize their CRM to match their workflow, they work around it — using spreadsheets, external apps, and manual processes that fragment data and reduce CRM ROI.
A quick reference for every option available in your Salesboom Personal Settings panel.
Update your login credentials securely at any time. Case-sensitive, minimum 5 characters, cannot contain your username. No admin ticket needed.
Select a currency from the dropdown or enter a custom one. Changes apply to your forecasts and reports immediately and never affect other users' views.
Update your name, email, phone, role, and address details. Accurate profile data ensures correct record attribution and helps teammates reach you through the right channels.
Full control over tabs, toolbar buttons, and sidebar panels — reorder, show, or hide any element. Closed panels are recoverable from More Panels at any time.
Switch between the Salesboom Default Theme and the Accessibility Theme. The Accessibility Theme offers higher contrast for users with visual preferences or impairments.
Share your Salesboom calendar with teammates and control access level. Built directly into the CRM — no third-party calendar tool required for basic team scheduling visibility.
Everything you need to know about managing your account and preferences in Salesboom.
Discover the features and tools that complement your Personal Settings to give you complete control over your Salesboom experience.
Automate your CRM workflows in Salesboom — create rules that trigger automatic actions when records change, so your team spends time on work that matters.
Capture leads and cases from your website — embed web-to-lead and web-to-case forms that feed data directly into Salesboom in real time, without manual entry.
Search CRM records by geographic proximity — find contacts, leads, and accounts within a specified radius of any zip code for smarter territory management.
Manage bulk data operations in Salesboom — mass update, reassign, and delete records to keep your CRM data clean, accurate, and organized at scale.
Customize tab and page view layouts in Salesboom — configure the fields, columns, and layout that appear in each module view to match your team's process.
Recover deleted records in Salesboom — access the Trash module to restore accidentally deleted contacts, accounts, and cases before they are permanently removed.
Map your organization's structure in Salesboom — define reporting hierarchies and territory structures that govern record visibility and assignment across your team.
Manage documents in Salesboom CRM — store, organize, and share files linked to accounts, contacts, and cases for a complete record of every customer interaction.
Access your Salesboom CRM account — learn how to log in, reset your password, manage session settings, and configure single sign-on options for your organization.
Explore all Personal Settings options and tailor your CRM experience in minutes. Start your free trial or book a demo to see how Salesboom adapts to your team's unique workflow.
Questions? Call: 1-855-229-2043
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