Personal User Settings

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Personal User Settings

Updating/Changing Your Password

To maximize the security of your account, we recommend creating a password that is unique to you. Click the gear icon located in the top right corner (next to your login name). Select SETTINGS for "Y…

Updated 1 month ago by Ashley

Personalizing Your Settings

Personalizing your settings is easy and a great way to connect with your customers! UPDATE YOUR PERSONAL SETTINGS These are used to merge within STS Cloud documents and your ProposalPath templates (i…

Updated 1 month ago by Ashley

Linking Sales Activity to the Email Type Calendar (iCal)

CALENDAR INTEGRATION. STS Cloud allows users to manage daily activities when scheduling appointments (time driven), outside sales call time, site visits, etc. To prevent having to leave the program t…

Updated 1 month ago by Ashley

Email Dropbox

EMAIL DROPBOX - Email Program Integration for Users. STS Cloud makes it easy to send client email communication into your accounts in STS Cloud. This allows all users to see email traffic within the…

Updated 1 month ago by Ashley

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