This tip works for vendors or clients. The situation is that you don’t know what that person does for the company. They may be new or recently promoted, or you just forgot. It happens.
I find it helpful to know the roles of the people I’m speaking with. Are they in charge of membership? A new director? Is that a developer? The finance guy?
So adding a title to your profile is super helpful. That way anyone who mouses over your image on a Zoom meeting can see your name and your role in the company.
In Zoom you can add a title to your name in two different ways.
- Just add your title for one meeting only.
- Add your title to your profile so it always shows up.
I’m going to focus on #2. Otherwise, you’ll have to reenter your title every time. If you want to permanently add your title follow this instruction.
Click on the gear icon on your Zoom start screen
Click on the “Profile” link on the left-hand column, then click on “Edit My Profile”.
On the next page click on the “Edit” link.
Next, add your title in the Last Name field after your last name. Then click the “Save Changes” button.
This is one of those things that vendors hope clients implement and clients hope vendors implement.
You’re both welcome.