Your users choose their title during sign-up to provide extra search filters and richer reporting. By default, your team will already have a sample set of positions configured. You can edit this as follows:

1. Click Settings > Organization > Manage > Job Titles. Click Add Job, or click Edit to configure an existing one

2. Provide a name and toggle enabled to on for it to be available

Example of Job Titles that may exist in your organization-

  • Account Executive / Sales Rep

  • Business / Sales Development Representative

  • Sales Manager

  • Sales Director

  • Sales Engineer

  • CSM / Account Management

  • Implementation Consultant

  • Support

3. Click Save

Note: changing the job title will not affect Platform permissions.

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