About Profile Tabs in Readymode

Modified on Wed, Dec 3 at 12:41 PM

Want to provide your Agents with helpful resources right inside the CRM? Learn about Profile Tabs.

About Profile Tabs

Profile Tabs are displayed when you open a Lead Profile. These Tabs display helpful information that your Agents can refer to when handling calls.

Using Configuration Options, you can customize which Tabs are displayed and what information is shown.

Screenshot of a Readymode Lead Profile showing multiple Profile Tabs, including Contact History, Script, and Google Maps, with customizable information for agents.

Navigate to Profile Tabs

To view and manage Profile Tabs, navigate to Settings on the Dashboard.

Note: You'll need "Application Manager" Permissions to view Settings.

Screenshot of the Readymode Dashboard with the Settings option highlighted to access Profile Tabs configuration.

Under Settings, select Agent Options to open Profile Features.

Screenshot of the Readymode Settings menu with the Agent Options icon highlighted to access Profile Tabs settings.

Under Profile Features, scroll to the Profile Tabs section to view your Tabs.

“Screenshot of the Readymode Profile Tabs settings showing Contact History, Script, and Google Maps tabs, which can be reordered or customized for Lead Profiles.