How can I add my company's details?
Follow these steps to enter your company’s details in the CRM:
- Sign In to your account.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the Configuration section.
- Select Company Details.
- Click the Edit icon on the right side.
- To add your company logo:
- Click the Upload button.
- Select the image file from your system.
- Click the Open button. Note: Click Undo if you want to switch back to the previous image.
- You can add the rest of your company details like the Company’s Name, Address, Website, etc.
- Click Save.
To know more about Company Details, click here
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