How can I edit our Company Name?

Last Revised:    Written by Veloxity CRM    Time Estimate: About 1 minute to read. Version 2.0


Setting Up Company Details (00:04:39)

Step-by-step guide

From the Main Menu, click My Profile > App Setup > CRM Setup > Company Details

  1. Click inside the box labeled Company Name.
  2. Enter your Company Name. 
  3. Click Save. 

 Tip: The Company Name is a required field. Company Name is 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 Name:

Figure 1. Edit Your Company Name.