Last Revised: 08 Sep 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Setting Up Company Details (00:04:39)
From the Main Menu, click My Profile > App Setup > CRM Setup > Company Details
- Click inside the box labeled Company Description.
- Enter your Company Description.
- Click Save.
Tip: Company Details are used to automatically prefill forms and format professional documents produced by the system.
You are looking at a screenshot demonstrating how to Edit Your Company Description:
Figure 1. Edit Your Company Description.