Step-by-step guide to setting up your profile in Noux, customizing personal settings, and managing your virtual business card for effective client interactions.
Learn how to personalize your profile, adjust language and notification settings, and manage access with email invitations.
You will learn!
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How to personalize and display your profile in the sales room.
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How to adjust preferences and language settings.
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How to invite clients and colleagues to collaborate.
Personalize Your Profile
Pro Tip! Keep your profile professional and up-to-date to make it easy for clients to engage.
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Access Settings from the menu (three lines in the top-left corner).
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In Profile, add a profile picture, update contact details, and link social media (e.g., LinkedIn).
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Include a meeting link (e.g., HubSpot) and write a brief bio to showcase your role and interests.
Display in Salesroom: Your profile appears as a business card with your photo, contact info, and links to connect or schedule meetings.
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Adjust notifications and set a default language in Preferences (English, Finnish, or Swedish).
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Change room-specific language under Room Preferences. Note: Pre-existing text won't auto-translate.
Invite and Share Access
Pro Tip! Use personalized links for stakeholders and public links for open sharing, ensuring smooth collaboration.
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Email Invitations: Use Share this Room to invite clients. Add emails, customize messages, and embed video thumbnails.
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Links: Create personalized links for secure sharing or public links for broader audiences.
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Invite Editors: Add colleagues as editors to collaborate on content and settings.
By updating your profile, adjusting settings, and managing access effectively, you create a seamless and collaborative salesroom experience.