Getting Started: Setting Up Your Profile

Welcome to Flextribe – Your Digital Consultant Management Platform

As a paying Flextribe client, you have full access to the platform’s features, allowing you to manage leads, proposals, and client agreements seamlessly.

To ensure smooth collaboration and full visibility across your organisation, we strongly recommend that you set up your profile as one of your first steps.

How to Update Your Profile

1️⃣ Go to "Your Profile"

• Click on your profile icon in the left-hand menu.

• Select "Your Profile" from the dropdown.

2️⃣ Fill in Your Contact Details

• Make sure your name, job title, and contact information are up to date.

• This ensures that your colleagues and Flextribe clients can easily identify and connect with you.

3️⃣ Upload a Profile Picture

• A profile picture is essential for visibility and clarity within your organisation.

• Your photo will be displayed in key areas such as:
  ✅ Leads – Indicating who is responsible for each opportunity.
  ✅ Proposals – Ensuring clear ownership of active proposals.
  ✅ Client Agreements – Providing a quick overview of key stakeholders.

📌 A professional-looking photo makes interactions more personal and improves trust in communications.

Why is This Important?

✅ Enhances internal transparency – Ensures your team always knows who is managing what.
✅ Improves external communication – Makes it easier for Flextribe clients to recognise key contacts.
✅ Strengthens trust and credibility – A professional profile helps build stronger client relationships.

📌 Tip: Choose a high-quality, professional photo for the best impression!