Last Revised: 14 Feb 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read.
When setting up your company information, enter your Company Description.
You are looking at a screenshot of Company Details on CRM Setup:
Figure 1. Company Description.
My Profile < App Setup < CRM Setup < Company Details
- Click inside the box labeled Company Description.
- Enter your Company Description.
- Click Save.
Company Details are used to automatically prefill forms and format professional documents produced by the system.