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 Name.
- Enter your Company Name.
- 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.