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 boxes: Address, City, State, Postal, Country, Region.
- Enter your Address Details.
- 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 Address:
Figure 1. Edit Your Company Address.