Review your profile image below, this image will show on all your CRM's marketing tools and webpages.
If you need to update your image:
Use the upload field below to add a new image, then click ✔️ Submit & Complete Step to save your changes.
If the image is correct:
Simply add your name, email and click ✔️ Submit & Complete Step to mark the step as completed and continue to the next step.
⚠️ This step only needs to be completed once for onboarding. You can update your image anytime in the future.
Review your profile information below, if you need to update your details use the fields below to make your changes.
If everything is correct simply go to step 3️⃣ to review and update your Mission Statement.
Update your mission statement in the provided field (if needed).
Then, click ✔️ Submit & Complete Step to save changes and complete the step.
⚠️ This step only needs to be completed once for onboarding. You can update your information anytime in the future.
This step ensures clients can easily schedule appointments during your available times, and new appointments will sync with your existing calendars.
IMPORTANT:
✅ KEEP THIS PAGE OPEN while you complete the steps below in your CRM.
✅ Once finished, return to this page to update your completion status.
Log in to your CRM from your desktop:: https://crm.teamfym.com
In the left menu scroll to > SETTINGS In the CRM left menu:
Navigate to Settings > Calendars
Click the 3 dots next to your calendar and select Edit
Update the following:
Your availability and meeting preferences
(Optional) Sync with external calendars (Gmail, Outlook, iCloud, Calendly) to avoid double bookings
🎥 Need help?
👉 Visit our Support & Training Website for a step-by-step video tutorial on setting up and syncing your calendar.
✅ When you’ve completed this step, return to this page:
Then add your name, work email and click Submit Updates & Completion Status to finalize your CRM onboarding process.
This step ensures you can quickly access your CRM tools and provide clients with easy ways to connect with you.
CRM Marketing #
(Used for client communications and marketing campaigns.)
Client Scheduling Link:
https://jroecker.my-agent-appt.com/digital-business-card
(Share this with clients to book appointments directly.)
Create a new contact in your phone labeled "Client Direct" or "CRM Contact" with the details above.
Desktop Login: https://crm.teamfym.com
Access your CRM on the go download the mobile app:
📱 Apple Users: Download Here
🤖 Android Users: Download Here
✅ Once you’ve saved your contact and downloaded the app:
Need Additional Training and Support?
Click the button below to access your Agent Training Hub , where you’ll find everything you need to get started, including setup instructions and additional resources as we add new trainings.
Tech Support Hours:.
Monday - Friday | 9 am to 5 pm,
Email: [email protected]
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